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Raab & Moskowitz Asset Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Raab & Moskowitz Asset Management’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
-576
Closed -$25K – 448
2019
Q4 		$25K Buy
+576
New +$24.7K 0.01% 321

Other funds holding SPHD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raab & Moskowitz Asset Management's SPHD Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2020, closing a stake of 576 shares — an estimated $25K sold.

Raab & Moskowitz Asset Management first reported a position in SPHD in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 251 funds tracked by Wall St. Rank hold SPHD as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 576 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2020, an estimated $25K.
  • Raab & Moskowitz Asset Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $25K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.