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

Sequoia Wealth 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
2019 Q4	$967K	Sell	21,973 -6,624	-23%	-$284K	7.49%	5
2019 Q3	$1.22M	Buy	28,597 +18,911	+195%	+$789K	2.5%	9
2019 Q2	$404K	Sell	9,686 -21,973	-69%	-$924K	0.38%	35
2019 Q1	$1.34M	Sell	31,659 -3,180	-9%	-$131K	1.09%	24
2018 Q4	$1.33M	Buy	34,839 +2	+0%	+$81	1.32%	20
2018 Q3	$1.44M	Sell	34,837 -579	-2%	-$24.1K	1.24%	25
2018 Q2	$1.44M	Sell	35,416 -182,256	-84%	-$7.29M	1.53%	19
2018 Q1	$8.58M	Buy	217,672 +2,553	+1%	+$104K	8.29%	4
2017 Q4	$9.2M	Buy	+215,119	New	+$9.01M	8.31%	2

Other funds holding SPHD

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Sequoia Wealth Management's SPHD Position: Q4 2019 in Review

Sequoia Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 23% in Q4 2019, selling an estimated $284K and leaving 21,973 shares worth $967K. The position accounts for 7.49% of the portfolio, ranked #5.

Sequoia Wealth Management first reported a position in SPHD in Q4 2017 and has held it in 9 quarters since. The position peaked at $9.2M in Q4 2017. 277 funds tracked by Wall St. Rank hold SPHD as of Q4 2019.

Sequoia Wealth Management held 21,973 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $967K as of Q4 2019.
Sequoia Wealth Management sold 6,624 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2019, an estimated $284K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 7.49% of Sequoia Wealth Management's portfolio in Q4 2019, its #5 holding.
Sequoia Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $9.2M in Q4 2017.
277 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.