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Edelman Financial Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Edelman Financial Services’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
Q4 		– Sell
-2,670,163
Closed -$111M – 23
2018
Q3 		$111M Sell
2,670,163
-43,357
-2% -$1.81M 1.01% 14
2018
Q2 		$111M Buy
2,713,520
+26,882
+1% +$1.08M 1.06% 14
2018
Q1 		$106M Buy
+2,686,638
New +$110M 1.05% 14

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $71.6B AUM 21.08% 1-Year Est. Return

Edelman Financial Services's SPHD Position: Q4 2018 in Review

Edelman Financial Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2018, closing a stake of 2,670,163 shares — an estimated $111M sold.

Edelman Financial Services first reported a position in SPHD in Q1 2018 and held it in 3 quarters. The position peaked at $111M in Q2 2018. 224 funds tracked by Wall St. Rank hold SPHD as of Q4 2018.

  • Edelman Financial Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 2,670,163 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2018, an estimated $111M.
  • Edelman Financial Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2018 and held it in 3 quarters.
  • Edelman Financial Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $111M in Q2 2018.
  • 224 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.