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

Montage Investments’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
2016
Q2 		– Sell
-6,107
Closed -$227K – 171
2016
Q1 		$227K Buy
+6,107
New +$208K 0.16% 158

Other funds holding SPHD

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Montage Investments's SPHD Position: Q2 2016 in Review

Montage Investments sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2016, closing a stake of 6,107 shares — an estimated $227K sold.

Montage Investments first reported a position in SPHD in Q1 2016 and held it in 1 quarter. The position peaked at $227K in Q1 2016. 124 funds tracked by Wall St. Rank hold SPHD as of Q2 2016.

  • Montage Investments reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2016 after selling out during the quarter.
  • Montage Investments sold 6,107 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2016, an estimated $227K.
  • Montage Investments first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2016 and held it in 1 quarter.
  • Montage Investments's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $227K in Q1 2016.
  • 124 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2016.

Based on Montage Investments's 13F filing for Q2 2016, filed 12 Aug 2016.