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

Wealthfront’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
2015
Q4 		– Sell
-15
Closed – – 937
2015
Q3 		$0 Buy
+15
New +$481 ﹤0.01% 1418

Other funds holding SPHD

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Wealthfront's SPHD Position: Q4 2015 in Review

Wealthfront sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2015, closing a stake of 15 shares.

Wealthfront first reported a position in SPHD in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 70 funds tracked by Wall St. Rank hold SPHD as of Q4 2015.

  • Wealthfront reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 15 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2015.
  • Wealthfront first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $0 in Q3 2015.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.