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Strategic Investment Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Strategic Investment Advisors’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 		– Sell
-18,705
Closed -$797K – 166
2019
Q3 		$797K Buy
18,705
+2,339
+14% +$97.6K 0.38% 54
2019
Q2 		$689K Buy
16,366
+3,039
+23% +$128K 0.38% 53
2019
Q1 		$566K Buy
13,327
+2,932
+28% +$121K 0.39% 59
2018
Q4 		$397K Buy
+10,395
New +$420K 0.36% 60

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Investment Advisors's SPHD Position: Q4 2019 in Review

Strategic Investment Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2019, closing a stake of 18,705 shares — an estimated $797K sold.

Strategic Investment Advisors first reported a position in SPHD in Q4 2018 and held it in 4 quarters. The position peaked at $797K in Q3 2019. 277 funds tracked by Wall St. Rank hold SPHD as of Q4 2019.

  • Strategic Investment Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Investment Advisors sold 18,705 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2019, an estimated $797K.
  • Strategic Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 4 quarters.
  • Strategic Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $797K in Q3 2019.
  • 277 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2019.

Based on Strategic Investment Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.