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

Meridian 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 Q2	–	Sell	-5,150	Closed	-$209K	–	181
2017 Q1	$209K	Sell	5,150 -11,078	-68%	-$445K	0.13%	156
2016 Q4	$636K	Buy	+16,228	New	+$623K	0.5%	51

Other funds holding SPHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

Meridian Wealth Management's SPHD Position: Q2 2017 in Review

Meridian Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2017, closing a stake of 5,150 shares — an estimated $209K sold.

Meridian Wealth Management first reported a position in SPHD in Q4 2016 and held it in 2 quarters. The position peaked at $636K in Q4 2016. 183 funds tracked by Wall St. Rank hold SPHD as of Q2 2017.

Meridian Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
Meridian Wealth Management sold 5,150 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2017, an estimated $209K.
Meridian Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2016 and held it in 2 quarters.
Meridian Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $636K in Q4 2016.
183 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2017.

Based on Meridian Wealth Management's 13F filing for Q2 2017, filed 25 Jul 2017.