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Clarfeld Financial Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Clarfeld Financial Advisors’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$44K Buy
+1,154
New +$46.6K 0.04% 102

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clarfeld Financial Advisors's SPHD Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2018: 1,154 shares worth $44K. The stake represents 0.04% of the portfolio and ranks #102 among its holdings.

224 funds tracked by Wall St. Rank hold SPHD as of Q4 2018.

  • Clarfeld Financial Advisors held 1,154 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $44K as of Q4 2018.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Clarfeld Financial Advisors position in Q4 2018.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #102 holding.
  • 224 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.