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Lenox Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Lenox Wealth Advisors’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
Q3 		– Sell
-915
Closed -$37K – 280
2017
Q2 		$37K Buy
+915
New +$36.8K 0.01% 72

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
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lenox Wealth Advisors's SPHD Position: Q3 2017 in Review

Lenox Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2017, closing a stake of 915 shares — an estimated $37K sold.

Lenox Wealth Advisors first reported a position in SPHD in Q2 2017 and held it in 1 quarter. The position peaked at $37K in Q2 2017. 178 funds tracked by Wall St. Rank hold SPHD as of Q3 2017.

  • Lenox Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 915 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2017, an estimated $37K.
  • Lenox Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $37K in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2017.

Based on Lenox Wealth Advisors's 13F filing for Q3 2017, filed 4 Oct 2017.