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

Michael Gelband’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
2021 Q3	–	Sell	-4,205	Closed	-$185K	–	2598
2021 Q2	$185K	Buy	+4,205	New	+$188K	﹤0.01%	2011
2020 Q3	–	Sell	-46,700	Closed	-$1.54M	–	2193
2020 Q2	$1.54M	Buy	+46,700	New	+$1.52M	0.04%	537
2020 Q1	–	Sell	-11,098	Closed	-$489K	–	1604
2019 Q4	$489K	Buy	+11,098	New	+$476K	0.01%	869

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Michael Gelband's SPHD Position: Q3 2021 in Review

Michael Gelband sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2021, closing a stake of 4,205 shares — an estimated $185K sold.

Michael Gelband first reported a position in SPHD in Q4 2019 and held it in 3 quarters. The position peaked at $1.54M in Q2 2020. 268 funds tracked by Wall St. Rank hold SPHD as of Q3 2021.

Michael Gelband reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
Michael Gelband sold 4,205 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2021, an estimated $185K.
Michael Gelband first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 3 quarters.
Michael Gelband's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.54M in Q2 2020.
268 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2021.

Based on ExodusPoint Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.