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

Moneywise Inc’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
2020 Q1	–	Sell	-4,171	Closed	-$178K	–	46
2019 Q4	$178K	Buy	+4,171	New	+$179K	0.13%	37
2019 Q3	–	Sell	-4,837	Closed	-$204K	–	42
2019 Q2	$204K	Sell	4,837 -10,274	-68%	-$432K	0.16%	40
2019 Q1	$596K	Buy	15,111 +8,053	+114%	+$332K	0.51%	20
2018 Q4	$270K	Sell	7,058 -1,200	-15%	-$48.5K	0.26%	29
2018 Q3	$342K	Sell	8,258 -5,582	-40%	-$232K	0.29%	28
2018 Q2	$568K	Sell	13,840 -1,271	-8%	-$50.9K	0.49%	20
2018 Q1	$596K	Sell	15,111 -2,999	-17%	-$122K	0.49%	20
2017 Q4	$768K	Buy	18,110 +136	+0.8%	+$5.7K	0.57%	20
2017 Q3	$737K	Sell	17,974 -30	-0.2%	-$1.21K	0.58%	19
2017 Q2	$724K	Buy	18,004 +742	+4%	+$29.8K	0.62%	18
2017 Q1	$699K	Sell	17,262 -2,236	-11%	-$89.8K	0.63%	19
2016 Q4	$764K	Sell	19,498 -1,371	-7%	-$52.6K	0.76%	19
2016 Q3	$812K	Buy	+20,869	New	+$817K	0.86%	17

Other funds holding SPHD

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

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

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

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

RJA

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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Moneywise Inc's SPHD Position: Q1 2020 in Review

Moneywise Inc sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2020, closing a stake of 4,171 shares — an estimated $178K sold.

Moneywise Inc first reported a position in SPHD in Q3 2016 and held it in 13 quarters. The position peaked at $812K in Q3 2016. 250 funds tracked by Wall St. Rank hold SPHD as of Q1 2020.

Moneywise Inc reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Moneywise Inc sold 4,171 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2020, an estimated $178K.
Moneywise Inc first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2016 and held it in 13 quarters.
Moneywise Inc's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $812K in Q3 2016.
250 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2020.

Based on Moneywise Inc's 13F filing for Q1 2020, filed 13 Apr 2020.