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Harvest Fund Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Harvest Fund Management’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
2017
Q2 		– Sell
-53,821
Closed -$2.18M – 236
2017
Q1 		$2.18M Buy
+53,821
New +$2.16M 0.4% 26

Other funds holding SPHD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harvest Fund Management's SPHD Position: Q2 2017 in Review

Harvest Fund Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2017, closing a stake of 53,821 shares — an estimated $2.18M sold.

Harvest Fund Management first reported a position in SPHD in Q1 2017 and held it in 1 quarter. The position peaked at $2.18M in Q1 2017. 183 funds tracked by Wall St. Rank hold SPHD as of Q2 2017.

  • Harvest Fund Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
  • Harvest Fund Management sold 53,821 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2017, an estimated $2.18M.
  • Harvest Fund Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2017 and held it in 1 quarter.
  • Harvest Fund Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.18M in Q1 2017.
  • 183 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2017.

Based on Harvest Fund Management's 13F filing for Q2 2017, filed 11 Aug 2017.