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Measured Wealth Private Client Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-122
Closed -$5K – 609
2018
Q3 		$5K Buy
+122
New +$5.08K ﹤0.01% 698

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $71.6B AUM 21.08% 1-Year Est. Return

Measured Wealth Private Client Group's SPHD Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2018, closing a stake of 122 shares — an estimated $5K sold.

Measured Wealth Private Client Group first reported a position in SPHD in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 224 funds tracked by Wall St. Rank hold SPHD as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 122 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2018, an estimated $5K.
  • Measured Wealth Private Client Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $5K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.