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

Financial Gravity Companies’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
2018 Q4	$115K	Buy	+2,788	New	+$113K	0.1%	192
2018 Q1	$91K	Buy	2,319 +351	+18%	+$14.3K	0.09%	204
2017 Q4	$83K	Buy	+1,968	New	+$82.4K	0.1%	207

Other funds holding SPHD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

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

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

Financial Gravity Companies's SPHD Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2018: 2,788 shares worth $115K. The stake represents 0.1% of the portfolio and ranks #192 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPHD as recently as Q1 2018.

Financial Gravity Companies first reported a position in SPHD in Q4 2017 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold SPHD as of Q4 2018.

Financial Gravity Companies held 2,788 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $115K as of Q4 2018.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Financial Gravity Companies position in Q4 2018.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.1% of Financial Gravity Companies's portfolio in Q4 2018, its #192 holding.
Financial Gravity Companies first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and has held it in 3 quarters since.
224 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.