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

WealthSource Partners’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
-5,174
Closed -$228K – 419
2019
Q4 		$228K Sell
5,174
-1,400
-21% -$60K 0.03% 372
2019
Q3 		$280K Hold
6,574
– – 0.04% 340
2019
Q2 		$277K Buy
+6,574
New +$276K 0.04% 352

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 $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthSource Partners's SPHD Position: Q1 2020 in Review

WealthSource Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2020, closing a stake of 5,174 shares — an estimated $228K sold.

WealthSource Partners first reported a position in SPHD in Q2 2019 and held it in 3 quarters. The position peaked at $280K in Q3 2019. 251 funds tracked by Wall St. Rank hold SPHD as of Q1 2020.

  • WealthSource Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 5,174 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2020, an estimated $228K.
  • WealthSource Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2019 and held it in 3 quarters.
  • WealthSource Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $280K in Q3 2019.
  • 251 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.