Prudent Investors Network’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Prudent Investors Network’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 Q3	–	Sell	-296,843	Closed	-$9.77M	–	25
2020 Q2	$9.77M	Sell	296,843 -40,492	-12%	-$1.32M	6.63%	7
2020 Q1	$10.1M	Buy	337,335 +329,607	+4,265%	+$12.9M	7.76%	5
2019 Q4	$340K	Buy	+7,728	New	+$331K	0.3%	19

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Prudent Investors Network's SPHD Position: Q3 2020 in Review

Prudent Investors Network sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2020, closing a stake of 296,843 shares — an estimated $9.77M sold.

Prudent Investors Network first reported a position in SPHD in Q4 2019 and held it in 3 quarters. The position peaked at $10.1M in Q1 2020. 233 funds tracked by Wall St. Rank hold SPHD as of Q3 2020.

Prudent Investors Network reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
Prudent Investors Network sold 296,843 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2020, an estimated $9.77M.
Prudent Investors Network first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 3 quarters.
Prudent Investors Network's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $10.1M in Q1 2020.
233 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2020.

Based on Prudent Investors Network's 13F filing for Q3 2020, filed 3 Nov 2020.