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

SVB Wealth’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
-294
Closed -$8K – 674
2020
Q1 		$8K Buy
294
+204
+227% +$7.99K ﹤0.01% 553
2019
Q4 		$4K Buy
+90
New +$3.86K ﹤0.01% 648

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVB Wealth's SPHD Position: Q2 2020 in Review

SVB Wealth sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 294 shares — an estimated $8K sold.

SVB Wealth first reported a position in SPHD in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2020. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

  • SVB Wealth reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • SVB Wealth sold 294 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $8K.
  • SVB Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 2 quarters.
  • SVB Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $8K in Q1 2020.
  • 242 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2020.

Based on SVB Wealth's 13F filing for Q2 2020, filed 5 Aug 2020.