PP
SPHD icon

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

Professional Planning’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
2019
Q2 		– Sell
-16,961
Closed -$892K – 31
2019
Q1 		$892K Buy
+16,961
New +$699K 1.09% 23

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Professional Planning's SPHD Position: Q2 2019 in Review

Professional Planning sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2019, closing a stake of 16,961 shares — an estimated $892K sold.

Professional Planning first reported a position in SPHD in Q1 2019 and held it in 1 quarter. The position peaked at $892K in Q1 2019. 240 funds tracked by Wall St. Rank hold SPHD as of Q2 2019.

  • Professional Planning reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
  • Professional Planning sold 16,961 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2019, an estimated $892K.
  • Professional Planning first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2019 and held it in 1 quarter.
  • Professional Planning's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $892K in Q1 2019.
  • 240 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2019.

Based on Professional Planning's 13F filing for Q2 2019, filed 23 Jul 2019.