Madrona Funds’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Madrona Funds’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
2019 Q3	$3.99M	Buy	+93,586	New	+$3.9M	2.93%	13

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madrona Funds's SPHD Position: Q3 2019 in Review

Madrona Funds opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2019: 93,586 shares worth $3.99M. The stake represents 2.93% of the portfolio and ranks #13 among its holdings.

245 funds tracked by Wall St. Rank hold SPHD as of Q3 2019.

Madrona Funds held 93,586 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $3.99M as of Q3 2019.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Madrona Funds position in Q3 2019.
Invesco S&P 500 High Dividend Low Volatility ETF made up 2.93% of Madrona Funds's portfolio in Q3 2019, its #13 holding.
245 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.