Squar Milner Financial Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-1,577	Closed	-$47K	–	633
2020 Q1	$47K	Hold	1,577	–	–	0.03%	362
2019 Q4	$69K	Buy	+1,577	New	+$67.6K	0.03%	382
2019 Q3	–	Sell	-1,582	Closed	-$67K	–	636
2019 Q2	$67K	Hold	1,582	–	–	0.05%	317
2019 Q1	$67K	Hold	1,582	–	–	0.05%	293
2018 Q4	$60K	Hold	1,582	–	–	0.06%	271
2018 Q3	$66K	Hold	1,582	–	–	0.06%	275
2018 Q2	$65K	Buy	+1,582	New	+$63.3K	0.06%	297

Other funds holding SPHD

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

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

QS Investors New York $8.47B AUM 30.71% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Squar Milner Financial Services's SPHD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 1,577 shares — an estimated $47K sold.

Squar Milner Financial Services first reported a position in SPHD in Q2 2018 and held it in 7 quarters. The position peaked at $69K in Q4 2019. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,577 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $47K.
Squar Milner Financial Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $69K in Q4 2019.
242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.