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

Harbor 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 Q4	–	Sell	-168	Closed	-$6.01K	–	1241
2020 Q3	$6K	Hold	168	–	–	﹤0.01%	932
2020 Q2	$6K	Buy	+168	New	+$5.46K	﹤0.01%	860
2020 Q1	–	Sell	-225	Closed	-$10K	–	1172
2019 Q4	$10K	Buy	+225	New	+$9.64K	﹤0.01%	639

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

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

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

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

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

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

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

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

RJA

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

Harbor Investment Advisory's SPHD Position: Q4 2020 in Review

Harbor Investment Advisory sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2020, closing a stake of 168 shares — an estimated $6.01K sold.

Harbor Investment Advisory first reported a position in SPHD in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 239 funds tracked by Wall St. Rank hold SPHD as of Q4 2020.

Harbor Investment Advisory reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Harbor Investment Advisory sold 168 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2020, an estimated $6.01K.
Harbor Investment Advisory first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 3 quarters.
Harbor Investment Advisory's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $10K in Q4 2019.
239 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2020.

Based on Harbor Investment Advisory's 13F filing for Q4 2020, filed 4 Feb 2021.