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

Cranbrook 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
2019 Q3	–	Sell	-1,365	Closed	-$57K	–	273
2019 Q2	$57K	Hold	1,365	–	–	0.02%	124
2019 Q1	$58K	Hold	1,365	–	–	0.02%	122
2018 Q4	$52K	Hold	1,365	–	–	0.02%	121
2018 Q3	$57K	Hold	1,365	–	–	0.02%	115
2018 Q2	$56K	Hold	1,365	–	–	0.02%	113
2018 Q1	$54K	Hold	1,365	–	–	0.02%	114
2017 Q4	$58K	Hold	1,365	–	–	0.02%	112
2017 Q3	$56K	Hold	1,365	–	–	0.02%	109
2017 Q2	$55K	Hold	1,365	–	–	0.02%	110
2017 Q1	$55K	Hold	1,365	–	–	0.03%	102
2016 Q4	$53K	Hold	1,365	–	–	0.03%	101
2016 Q3	$53K	Buy	+1,365	New	+$53.4K	0.03%	97

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cranbrook Wealth Management's SPHD Position: Q3 2019 in Review

Cranbrook Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2019, closing a stake of 1,365 shares — an estimated $57K sold.

Cranbrook Wealth Management first reported a position in SPHD in Q3 2016 and held it in 12 quarters. The position peaked at $58K in Q1 2019. 245 funds tracked by Wall St. Rank hold SPHD as of Q3 2019.

Cranbrook Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Cranbrook Wealth Management sold 1,365 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2019, an estimated $57K.
Cranbrook Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2016 and held it in 12 quarters.
Cranbrook Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $58K in Q1 2019.
245 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2019.

Based on Cranbrook Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.