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

Founders Financial Securities’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	-46,133	Closed	-$1.82M	–	104
2018 Q1	$1.82M	Buy	46,133 +3,771	+9%	+$154K	0.59%	29
2017 Q4	$1.8M	Sell	42,362 -59,227	-58%	-$2.48M	0.6%	28
2017 Q3	$4.17M	Buy	101,589 +6,799	+7%	+$275K	1.48%	22
2017 Q2	$3.81M	Buy	94,790 +12,644	+15%	+$508K	1.45%	20
2017 Q1	$3.33M	Buy	82,146 +4,972	+6%	+$200K	1.27%	22
2016 Q4	$3.02M	Buy	77,174 +10,274	+15%	+$395K	1.26%	20
2016 Q3	$2.6M	Buy	66,900 +4,533	+7%	+$177K	1.11%	28
2016 Q2	$2.39M	Buy	+62,367	New	+$2.31M	1.09%	30

Other funds holding SPHD

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 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

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Founders Financial Securities's SPHD Position: Q2 2018 in Review

Founders Financial Securities sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2018, closing a stake of 46,133 shares — an estimated $1.82M sold.

Founders Financial Securities first reported a position in SPHD in Q2 2016 and held it in 8 quarters. The position peaked at $4.17M in Q3 2017. 182 funds tracked by Wall St. Rank hold SPHD as of Q2 2018.

Founders Financial Securities reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
Founders Financial Securities sold 46,133 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2018, an estimated $1.82M.
Founders Financial Securities first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2016 and held it in 8 quarters.
Founders Financial Securities's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4.17M in Q3 2017.
182 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2018.

Based on Founders Financial Securities's 13F filing for Q2 2018, filed 18 Jul 2018.