Smart Money Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Smart Money Group’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	-319,017	Closed	-$14M	–	93
2019 Q4	$14M	Buy	+319,017	New	+$13.7M	8.21%	2
2018 Q3	–	Sell	-117,965	Closed	-$4.84M	–	61
2018 Q2	$4.84M	Buy	117,965 +569	+0.5%	+$22.8K	4.34%	5
2018 Q1	$4.63M	Buy	117,396 +18,998	+19%	+$775K	4.71%	7
2017 Q4	$4.17M	Buy	+98,398	New	+$4.12M	6.49%	4

Other funds holding SPHD

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smart Money Group's SPHD Position: Q1 2020 in Review

Smart Money Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2020, closing a stake of 319,017 shares — an estimated $14M sold.

Smart Money Group first reported a position in SPHD in Q4 2017 and held it in 4 quarters. The position peaked at $14M in Q4 2019. 251 funds tracked by Wall St. Rank hold SPHD as of Q1 2020.

Smart Money Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Smart Money Group sold 319,017 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2020, an estimated $14M.
Smart Money Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 4 quarters.
Smart Money Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $14M 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 Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.