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

LifePlan Financial Group’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 Q3	$13K	Hold	390	–	–	0.01%	387
2020 Q2	$13K	Hold	390	–	–	0.01%	392
2020 Q1	$12K	Sell	390 -310	-44%	-$12.1K	0.01%	381
2019 Q4	$31K	Buy	700 +163	+30%	+$6.99K	0.01%	297
2019 Q3	$23K	Hold	537	–	–	0.01%	335
2019 Q2	$23K	Sell	537 -198	-27%	-$8.33K	0.01%	329
2019 Q1	$31K	Hold	735	–	–	0.02%	296
2018 Q4	$28K	Buy	735 +292	+66%	+$11.8K	0.02%	294
2018 Q3	$18K	Hold	443	–	–	0.01%	347
2018 Q2	$18K	Buy	443 +396	+843%	+$15.8K	0.01%	341
2018 Q1	$2K	Buy	+47	New	+$1.92K	﹤0.01%	477

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

LifePlan Financial Group's SPHD Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2020 at 390 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #387.

LifePlan Financial Group first reported a position in SPHD in Q1 2018 and has held it in 11 quarters since. The position peaked at $31K in Q4 2019. 233 funds tracked by Wall St. Rank hold SPHD as of Q3 2020.

LifePlan Financial Group held 390 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $13K as of Q3 2020.
LifePlan Financial Group left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2020.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #387 holding.
LifePlan Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $31K in Q4 2019.
233 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.