Lake Point Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Lake Point Wealth 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
2020 Q1	$1K	Sell	30 -560	-95%	-$21.9K	﹤0.01%	350
2019 Q4	$26K	Buy	+590	New	+$25.3K	0.01%	181
2019 Q2	$25K	Hold	590	–	–	0.01%	218
2019 Q1	$25K	Sell	590 -49	-8%	-$2.02K	0.01%	218
2018 Q4	$24K	Buy	+639	New	+$25.8K	0.01%	330

Other funds holding SPHD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

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

QS Investors New York $8.47B AUM 30.71% 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

Lake Point Wealth Management's SPHD Position: Q1 2020 in Review

Lake Point Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 95% in Q1 2020, selling an estimated $21.9K and leaving 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Lake Point Wealth Management first reported a position in SPHD in Q4 2018 and has held it in 5 quarters since. The position peaked at $26K in Q4 2019. 251 funds tracked by Wall St. Rank hold SPHD as of Q1 2020.

Lake Point Wealth Management held 30 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1K as of Q1 2020.
Lake Point Wealth Management sold 560 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2020, an estimated $21.9K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #350 holding.
Lake Point Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $26K in Q4 2019.
251 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.