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Curi RMB Capital’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Curi RMB Capital’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
Q1 		– Sell
-5,135
Closed -$218K – 975
2017
Q4 		$218K Buy
+5,135
New +$215K 0.01% 794
2017
Q3 		– Sell
-6,300
Closed -$253K – 767
2017
Q2 		$253K Buy
+6,300
New +$253K 0.01% 635

Other funds holding SPHD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Curi RMB Capital's SPHD Position: Q1 2018 in Review

Curi RMB Capital sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2018, closing a stake of 5,135 shares — an estimated $218K sold.

Curi RMB Capital first reported a position in SPHD in Q2 2017 and held it in 2 quarters. The position peaked at $253K in Q2 2017. 209 funds tracked by Wall St. Rank hold SPHD as of Q1 2018.

  • Curi RMB Capital reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2018 after selling out during the quarter.
  • Curi RMB Capital sold 5,135 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2018, an estimated $218K.
  • Curi RMB Capital first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2017 and held it in 2 quarters.
  • Curi RMB Capital's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $253K in Q2 2017.
  • 209 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2018.

Based on Curi RMB Capital's 13F filing for Q1 2018, filed 14 May 2018.