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Tradewinds Capital Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Tradewinds Capital 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
Q1 		– Sell
-1,085
Closed -$48K – 733
2019
Q4 		$48K Hold
1,085
– – 0.02% 204
2019
Q3 		$46K Hold
1,085
– – 0.02% 185
2019
Q2 		$46K Hold
1,085
– – 0.02% 184
2019
Q1 		$46K Hold
1,085
– – 0.02% 198
2018
Q4 		$41K Hold
1,085
– – 0.02% 205
2018
Q3 		$45K Buy
+1,085
New +$45.2K 0.02% 228
2018
Q1 		– Sell
-60
Closed -$3K – 714
2017
Q4 		$3K Hold
60
– – ﹤0.01% 562
2017
Q3 		$2K Hold
60
– – ﹤0.01% 597
2017
Q2 		$2K Buy
+60
New +$2.41K ﹤0.01% 579

Other funds holding SPHD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return