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Vaughan & Co Securities’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Vaughan & Co Securities’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
-1,266
Closed -$38K – 137
2020
Q1 		$38K Hold
1,266
– – 0.05% 93
2019
Q4 		$55.7K Buy
+1,266
New +$54.3K 0.05% 87

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

Vaughan & Co Securities's SPHD Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2020, closing a stake of 1,266 shares — an estimated $38K sold.

Vaughan & Co Securities first reported a position in SPHD in Q4 2019 and held it in 2 quarters. The position peaked at $55.7K in Q4 2019. 242 funds tracked by Wall St. Rank hold SPHD as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 1,266 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2020, an estimated $38K.
  • Vaughan & Co Securities first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $55.7K 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 Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.