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

Ergoteles’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
2021 Q2	–	Sell	-9,859	Closed	-$423K	–	1673
2021 Q1	$423K	Buy	+9,859	New	+$396K	0.01%	519

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

Ergoteles's SPHD Position: Q2 2021 in Review

Ergoteles sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2021, closing a stake of 9,859 shares — an estimated $423K sold.

Ergoteles first reported a position in SPHD in Q1 2021 and held it in 1 quarter. The position peaked at $423K in Q1 2021. 272 funds tracked by Wall St. Rank hold SPHD as of Q2 2021.

Ergoteles reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2021 after selling out during the quarter.
Ergoteles sold 9,859 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2021, an estimated $423K.
Ergoteles first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and held it in 1 quarter.
Ergoteles's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $423K in Q1 2021.
272 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2021.

Based on Ergoteles's 13F filing for Q2 2021, filed 12 Aug 2021.