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RWA Wealth Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-120
Closed -$5K – 627
2018
Q2 		$5K Buy
+120
New +$4.8K ﹤0.01% 676

Other funds holding SPHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RWA Wealth Partners's SPHD Position: Q3 2018 in Review

RWA Wealth Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2018, closing a stake of 120 shares — an estimated $5K sold.

RWA Wealth Partners first reported a position in SPHD in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 198 funds tracked by Wall St. Rank hold SPHD as of Q3 2018.

  • RWA Wealth Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 120 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2018, an estimated $5K.
  • RWA Wealth Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $5K in Q2 2018.
  • 198 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.