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Powell Investment Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Powell Investment Advisors’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
Q2 		– Sell
-7,619
Closed -$229K – 120
2020
Q1 		$229K Buy
+7,619
New +$298K 0.28% 72

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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 $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Powell Investment Advisors's SPHD Position: Q2 2020 in Review

Powell Investment Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 7,619 shares — an estimated $229K sold.

Powell Investment Advisors first reported a position in SPHD in Q1 2020 and held it in 1 quarter. The position peaked at $229K in Q1 2020. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

  • Powell Investment Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 7,619 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $229K.
  • Powell Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and held it in 1 quarter.
  • Powell Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $229K in Q1 2020.
  • 242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on Powell Investment Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.