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Wealthspire Advisors (Maryland)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-127
Closed -$5K – 2564
2018
Q1 		$5K Sell
127
-1,200
-90% -$48.9K ﹤0.01% 1831
2017
Q4 		$56K Buy
+1,327
New +$55.6K 0.01% 958

Other funds holding SPHD

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPHD Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2018, closing a stake of 127 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in SPHD in Q4 2017 and held it in 2 quarters. The position peaked at $56K in Q4 2017. 183 funds tracked by Wall St. Rank hold SPHD as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 127 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $56K in Q4 2017.
  • 183 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.