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

Lenox 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
2017
Q4 		– Sell
-322
Closed -$13K – 511
2017
Q3 		$13K Hold
322
– – ﹤0.01% 361
2017
Q2 		$13K Buy
+322
New +$12.9K 0.01% 349

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lenox Wealth Management's SPHD Position: Q4 2017 in Review

Lenox Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2017, closing a stake of 322 shares — an estimated $13K sold.

Lenox Wealth Management first reported a position in SPHD in Q2 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2017. 206 funds tracked by Wall St. Rank hold SPHD as of Q4 2017.

  • Lenox Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 322 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2017, an estimated $13K.
  • Lenox Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $13K in Q3 2017.
  • 206 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.