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

Crewe 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
2019 Q3	–	Sell	-2,000	Closed	-$84K	–	298
2019 Q2	$84K	Hold	2,000	–	–	0.03%	118
2019 Q1	$85K	Hold	2,000	–	–	0.03%	97
2018 Q4	$76K	Hold	2,000	–	–	0.02%	91
2018 Q3	$83K	Hold	2,000	–	–	0.07%	94
2018 Q2	$82K	Hold	2,000	–	–	0.08%	89
2018 Q1	$79K	Hold	2,000	–	–	0.08%	87
2017 Q4	$85K	Buy	+2,000	New	+$83.8K	0.08%	87

Other funds holding SPHD

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

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

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

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

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

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

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

RJA

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

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

Crewe Advisors's SPHD Position: Q3 2019 in Review

Crewe Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2019, closing a stake of 2,000 shares — an estimated $84K sold.

Crewe Advisors first reported a position in SPHD in Q4 2017 and held it in 7 quarters. The position peaked at $85K in Q1 2019. 245 funds tracked by Wall St. Rank hold SPHD as of Q3 2019.

Crewe Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
Crewe Advisors sold 2,000 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2019, an estimated $84K.
Crewe Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 7 quarters.
Crewe Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $85K 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 Crewe Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.