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
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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Financial Gravity Asset Management's SPHD Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 333% in Q4 2019, buying an estimated $1.29K and bringing the position to 39 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #705.

Financial Gravity Asset Management first reported a position in SPHD in Q1 2018 and has held it in 7 quarters since. The position peaked at $108K in Q3 2018. 277 funds tracked by Wall St. Rank hold SPHD as of Q4 2019.

Financial Gravity Asset Management held 39 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $44K as of Q4 2019.
Financial Gravity Asset Management bought 30 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2019, an estimated $1.29K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #705 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $108K in Q3 2018.
277 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.