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

Forvis Mazars Wealth 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
2018
Q2 		– Sell
-5,710
Closed -$225K – 242
2018
Q1 		$225K Hold
5,710
– – 0.02% 217
2017
Q4 		$242K Buy
+5,710
New +$239K 0.02% 219

Other funds holding SPHD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPHD Position: Q2 2018 in Review

Forvis Mazars Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2018, closing a stake of 5,710 shares — an estimated $225K sold.

Forvis Mazars Wealth Advisors first reported a position in SPHD in Q4 2017 and held it in 2 quarters. The position peaked at $242K in Q4 2017. 183 funds tracked by Wall St. Rank hold SPHD as of Q2 2018.

  • Forvis Mazars Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,710 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2018, an estimated $225K.
  • Forvis Mazars Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $242K in Q4 2017.
  • 183 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2018, filed 13 Jul 2018.