JT Stratford LLC’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

JT Stratford LLC’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 Q2	–	Sell	-22,389	Closed	-$672K	–	153
2020 Q1	$672K	Sell	22,389 -954	-4%	-$37.4K	0.41%	63
2019 Q4	$1.03M	Buy	23,343 +566	+2%	+$24.3K	0.47%	62
2019 Q3	$971K	Buy	22,777 +2,642	+13%	+$110K	0.55%	56
2019 Q2	$848K	Buy	20,135 +9,888	+96%	+$416K	0.47%	57
2019 Q1	$435K	Buy	+10,247	New	+$422K	0.25%	80

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

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

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

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

JT Stratford LLC's SPHD Position: Q2 2020 in Review

JT Stratford LLC sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 22,389 shares — an estimated $672K sold.

JT Stratford LLC first reported a position in SPHD in Q1 2019 and held it in 5 quarters. The position peaked at $1.03M in Q4 2019. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

JT Stratford LLC reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
JT Stratford LLC sold 22,389 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $672K.
JT Stratford LLC first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2019 and held it in 5 quarters.
JT Stratford LLC's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.03M in Q4 2019.
242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on JT Stratford LLC's 13F filing for Q2 2020, filed 14 Aug 2020.