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

Claro 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
2020 Q1	–	Sell	-4,822	Closed	-$212K	–	186
2019 Q4	$212K	Sell	4,822 -397	-8%	-$17K	0.16%	156
2019 Q3	$222K	Sell	5,219 -58	-1%	-$2.42K	0.2%	142
2019 Q2	$222K	Sell	5,277 -618	-10%	-$26K	0.2%	141
2019 Q1	$250K	Sell	5,895 -1,174	-17%	-$48.4K	0.25%	124
2018 Q4	$293K	Buy	+7,069	New	+$285K	0.23%	97

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claro Advisors's SPHD Position: Q1 2020 in Review

Claro Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2020, closing a stake of 4,822 shares — an estimated $212K sold.

Claro Advisors first reported a position in SPHD in Q4 2018 and held it in 5 quarters. The position peaked at $293K in Q4 2018. 251 funds tracked by Wall St. Rank hold SPHD as of Q1 2020.

Claro Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Claro Advisors sold 4,822 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2020, an estimated $212K.
Claro Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 5 quarters.
Claro Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $293K in Q4 2018.
251 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2020.

Based on Claro Advisors's 13F filing for Q1 2020, filed 15 May 2020.