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

Sunflower Bank 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
2020 Q3	$329K	Sell	9,980 -340	-3%	-$11.5K	0.11%	95
2020 Q2	$340K	Hold	10,320	–	–	0.11%	101
2020 Q1	$310K	Sell	10,320 -5,640	-35%	-$221K	0.12%	95
2019 Q4	$703K	Sell	15,960 -15	-0.1%	-$643	0.22%	71
2019 Q3	$681K	Buy	15,975 +7,805	+96%	+$326K	0.22%	73
2019 Q2	$344K	Hold	8,170	–	–	0.11%	110
2019 Q1	$347K	Sell	8,170 -200	-2%	-$8.25K	0.1%	108
2018 Q4	$320K	Sell	8,370 -2,965	-26%	-$120K	0.1%	105
2018 Q3	$469K	Hold	11,335	–	–	0.13%	100
2018 Q2	$465K	Sell	11,335 -1,545	-12%	-$61.8K	0.14%	98
2018 Q1	$508K	Sell	12,880 -400	-3%	-$16.3K	0.14%	92
2017 Q4	$563K	Buy	+13,280	New	+$556K	0.15%	82

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunflower Bank Wealth Management's SPHD Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 3.3% in Q3 2020, selling an estimated $11.5K and leaving 9,980 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #95.

Sunflower Bank Wealth Management first reported a position in SPHD in Q4 2017 and has held it in 12 quarters since. The position peaked at $703K in Q4 2019. 233 funds tracked by Wall St. Rank hold SPHD as of Q3 2020.

Sunflower Bank Wealth Management held 9,980 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $329K as of Q3 2020.
Sunflower Bank Wealth Management sold 340 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2020, an estimated $11.5K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.11% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #95 holding.
Sunflower Bank Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $703K in Q4 2019.
233 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.