Santori & Peters Inc’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Santori & Peters Inc’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 Q1	–	Sell	-5,980	Closed	-$228K	–	76
2018 Q4	$228K	Sell	5,980 -980	-14%	-$39.6K	0.2%	65
2018 Q3	$288K	Buy	+6,960	New	+$290K	0.22%	40
2018 Q2	–	Sell	-16,844	Closed	-$664K	–	54
2018 Q1	$664K	Sell	16,844 -3,899	-19%	-$159K	0.61%	19
2017 Q4	$822K	Buy	+20,743	New	+$869K	0.74%	17

Other funds holding SPHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Santori & Peters Inc's SPHD Position: Q1 2019 in Review

Santori & Peters Inc sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2019, closing a stake of 5,980 shares — an estimated $228K sold.

Santori & Peters Inc first reported a position in SPHD in Q4 2017 and held it in 4 quarters. The position peaked at $822K in Q4 2017. 240 funds tracked by Wall St. Rank hold SPHD as of Q1 2019.

Santori & Peters Inc reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
Santori & Peters Inc sold 5,980 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2019, an estimated $228K.
Santori & Peters Inc first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 4 quarters.
Santori & Peters Inc's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $822K in Q4 2017.
240 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2019.

Based on Santori & Peters Inc's 13F filing for Q1 2019, filed 30 Apr 2019.