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

HL Financial Services’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
2019 Q1	$725K	Buy	17,084 +3,821	+29%	+$158K	0.01%	428
2018 Q4	$507K	Buy	13,263 +1,641	+14%	+$66.3K	0.01%	493
2018 Q3	$481K	Buy	+11,622	New	+$484K	0.01%	539
2018 Q2	–	Sell	-10,148	Closed	-$400K	–	704
2018 Q1	$400K	Buy	10,148 +4,901	+93%	+$200K	0.01%	536
2017 Q4	$223K	Sell	5,247 -804	-13%	-$33.7K	﹤0.01%	567
2017 Q3	$248K	Buy	6,051 +244	+4%	+$9.85K	﹤0.01%	609
2017 Q2	$234K	Sell	5,807 -763	-12%	-$30.7K	﹤0.01%	628
2017 Q1	$266K	Buy	6,570 +1,057	+19%	+$42.5K	0.01%	590
2016 Q4	$216K	Buy	+5,513	New	+$212K	﹤0.01%	627

Other funds holding SPHD

Bank of America

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

Financial Engines Advisors

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

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

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

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

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

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

Royal Bank of Canada

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