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

Spotlight Asset 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
Q3 		– Sell
-7,198
Closed -$237K – 168
2020
Q2 		$237K Buy
+7,198
New +$234K 0.1% 114

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spotlight Asset Group's SPHD Position: Q3 2020 in Review

Spotlight Asset Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2020, closing a stake of 7,198 shares — an estimated $237K sold.

Spotlight Asset Group first reported a position in SPHD in Q2 2020 and held it in 1 quarter. The position peaked at $237K in Q2 2020. 233 funds tracked by Wall St. Rank hold SPHD as of Q3 2020.

  • Spotlight Asset Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 7,198 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2020, an estimated $237K.
  • Spotlight Asset Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2020 and held it in 1 quarter.
  • Spotlight Asset Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $237K in Q2 2020.
  • 233 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2020.

Based on Spotlight Asset Group's 13F filing for Q3 2020, filed 30 Oct 2020.