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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
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