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

Executive 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
-9
Closed – – 689
2019
Q2 		$0 Hold
9
– – ﹤0.01% 939
2019
Q1 		$0 Hold
9
– – ﹤0.01% 924
2018
Q4 		$0 Buy
+9
New +$363 ﹤0.01% 905

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Executive Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2019, closing a stake of 9 shares.

Executive Wealth Management first reported a position in SPHD in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 245 funds tracked by Wall St. Rank hold SPHD as of Q3 2019.

  • Executive 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.
  • Executive Wealth Management sold 9 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2019.
  • Executive Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $0 in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.