Wealthcare Advisory Partners’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Wealthcare Advisory Partners’s Portfolio SPDV Stock Details SPDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-200	Closed	-$6K	–	1681
2021 Q1	$6K	Buy	+200	New	+$5.45K	﹤0.01%	1607

Other funds holding SPDV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Wealthcare Advisory Partners's SPDV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q2 2021, closing a stake of 200 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in SPDV in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 16 funds tracked by Wall St. Rank hold SPDV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 200 AAM S&P 500 High Dividend Value ETF shares in Q2 2021, an estimated $6K.
Wealthcare Advisory Partners first reported a position in AAM S&P 500 High Dividend Value ETF in Q1 2021 and held it in 1 quarter.
Wealthcare Advisory Partners's AAM S&P 500 High Dividend Value ETF position peaked at $6K in Q1 2021.
16 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.