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

FormulaFolio Investments’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
2021
Q1 		– Sell
-27,584
Closed -$1.04M – 760
2020
Q4 		$1.04M Buy
+27,584
New +$987K 0.02% 315

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FormulaFolio Investments's SPHD Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2021, closing a stake of 27,584 shares — an estimated $1.04M sold.

FormulaFolio Investments first reported a position in SPHD in Q4 2020 and held it in 1 quarter. The position peaked at $1.04M in Q4 2020. 256 funds tracked by Wall St. Rank hold SPHD as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 27,584 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2021, an estimated $1.04M.
  • FormulaFolio Investments first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.04M in Q4 2020.
  • 256 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.