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

SEI Investments’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
-4,531
Closed -$186K – 3334
2018
Q2 		$186K Buy
4,531
+1,851
+69% +$74.1K ﹤0.01% 2088
2018
Q1 		$106K Sell
2,680
-7,461
-74% -$304K ﹤0.01% 2121
2017
Q4 		$430K Buy
10,141
+9,322
+1,138% +$391K ﹤0.01% 1710
2017
Q3 		$34K Buy
819
+105
+15% +$4.24K ﹤0.01% 2372
2017
Q2 		$29K Sell
714
-14
-2% -$563 ﹤0.01% 2365
2017
Q1 		$29K Hold
728
– – ﹤0.01% 2256
2016
Q4 		$29K Hold
728
– – ﹤0.01% 2266
2016
Q3 		$28K Buy
+728
New +$28.5K ﹤0.01% 2192

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return