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Mariner Wealth Advisors (Madison)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$191K Hold
7,000
– – 0.08% 54
2013
Q2 		$192K Buy
+7,000
New +$195K 0.09% 52

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s SPHD Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2013 at 7,000 shares worth $191K. The position accounts for 0.08% of the portfolio, ranked #54.

Mariner Wealth Advisors (Madison) first reported a position in SPHD in Q2 2013 and has held it in 2 quarters since. The position peaked at $192K in Q2 2013. 20 funds tracked by Wall St. Rank hold SPHD as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 7,000 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $191K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2013.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.08% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #54 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $192K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.