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

FDx 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	-13,725	Closed	-$578K	–	778
2019 Q2	$578K	Buy	13,725 +4,314	+46%	+$181K	0.02%	453
2019 Q1	$400K	Buy	+9,411	New	+$388K	0.02%	507
2018 Q4	–	Sell	-13,202	Closed	-$547K	–	781
2018 Q3	$547K	Buy	13,202 +2,192	+20%	+$91.3K	0.02%	501
2018 Q2	$452K	Sell	11,010 -1,878	-15%	-$75.2K	0.02%	581
2018 Q1	$508K	Buy	12,888 +100	+0.8%	+$4.08K	0.02%	754
2017 Q4	$543K	Buy	12,788 +2,557	+25%	+$107K	0.01%	773
2017 Q3	$420K	Buy	10,231 +1,215	+13%	+$49.1K	0.01%	883
2017 Q2	$363K	Buy	9,016 +3,257	+57%	+$131K	0.01%	911
2017 Q1	$233K	Buy	+5,759	New	+$231K	0.01%	1060
2016 Q4	–	Sell	-32,217	Closed	-$1.25M	–	1158
2016 Q3	$1.25M	Buy	32,217 +2,630	+9%	+$103K	0.05%	323
2016 Q2	$1.13M	Buy	+29,587	New	+$1.1M	0.05%	322

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDx Advisors's SPHD Position: Q3 2019 in Review

FDx Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2019, closing a stake of 13,725 shares — an estimated $578K sold.

FDx Advisors first reported a position in SPHD in Q2 2016 and held it in 11 quarters. The position peaked at $1.25M in Q3 2016. 245 funds tracked by Wall St. Rank hold SPHD as of Q3 2019.

FDx Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 13,725 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2019, an estimated $578K.
FDx Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2016 and held it in 11 quarters.
FDx Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.25M in Q3 2016.
245 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.