Concert Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-17,923	Closed	-$704K	–	867
2016 Q3	$704K	Buy	17,923 +2,702	+18%	+$106K	0.09%	296
2016 Q2	$575K	Buy	+15,221	New	+$564K	0.08%	315

Other funds holding SPHD

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

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

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

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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

RJA

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Concert Wealth Management's SPHD Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2016, closing a stake of 17,923 shares — an estimated $704K sold.

Concert Wealth Management first reported a position in SPHD in Q2 2016 and held it in 2 quarters. The position peaked at $704K in Q3 2016. 148 funds tracked by Wall St. Rank hold SPHD as of Q4 2016.

Concert Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 17,923 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2016, an estimated $704K.
Concert Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2016 and held it in 2 quarters.
Concert Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $704K in Q3 2016.
148 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.