Global Wealth Management Investment Advisory’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-970	Closed	-$32K	–	605
2020 Q2	$32K	Buy	970 +100	+11%	+$3.25K	0.01%	226
2020 Q1	$26K	Buy	870 +650	+295%	+$25.5K	0.01%	229
2019 Q4	$10K	Sell	220 -15	-6%	-$643	﹤0.01%	356
2019 Q3	$10K	Hold	235	–	–	﹤0.01%	330
2019 Q2	$10K	Sell	235 -70	-23%	-$2.94K	﹤0.01%	372
2019 Q1	$13K	Buy	305 +130	+74%	+$5.36K	0.01%	350
2018 Q4	$7K	Buy	+175	New	+$7.07K	﹤0.01%	446

Other funds holding SPHD

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPHD Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2020, closing a stake of 970 shares — an estimated $32K sold.

Global Wealth Management Investment Advisory first reported a position in SPHD in Q4 2018 and held it in 7 quarters. The position peaked at $32K in Q2 2020. 233 funds tracked by Wall St. Rank hold SPHD as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 970 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2020, an estimated $32K.
Global Wealth Management Investment Advisory first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $32K in Q2 2020.
233 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.