Financial Gravity Asset Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Financial Gravity Asset 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
2020 Q2	–	Sell	-63	Closed	-$1.88K	–	770
2020 Q1	$1.88K	Buy	63 +24	+62%	+$940	0.01%	408
2019 Q4	$44K	Buy	39 +30	+333%	+$1.29K	0.03%	705
2019 Q3	$0	Sell	9 -1	-10%	-$42	﹤0.01%	1517
2019 Q2	$0	Sell	10 -12	-55%	-$505	﹤0.01%	1627
2019 Q1	$1K	Buy	+22	New	+$907	﹤0.01%	1181
2018 Q3	$108K	Buy	2,706 +208	+8%	+$8.66K	0.11%	201
2018 Q2	$103K	Buy	2,498 +179	+8%	+$7.17K	0.1%	214
2018 Q1	$91K	Buy	+2,319	New	+$94.6K	0.09%	204

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Financial Gravity Asset Management's SPHD Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 63 shares — an estimated $1.88K sold.

Financial Gravity Asset Management first reported a position in SPHD in Q1 2018 and held it in 8 quarters. The position peaked at $108K in Q3 2018. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

Financial Gravity Asset Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 63 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $1.88K.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $108K in Q3 2018.
242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.