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RAFFA WEALTH MANAGEMENT, LLC’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q3 		– Sell
-24,453
Closed -$984K – 376
2017
Q2 		$984K Buy
+24,453
New +$983K 0.43% 21

Other funds holding SPHD

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SPHD Position: Q3 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2017, closing a stake of 24,453 shares — an estimated $984K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SPHD in Q2 2017 and held it in 1 quarter. The position peaked at $984K in Q2 2017. 178 funds tracked by Wall St. Rank hold SPHD as of Q3 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 24,453 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2017, an estimated $984K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2017 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $984K in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2017, filed 27 Jul 2026.