WA
SPHD icon

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

WealthTrust-Arizona’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
Q4 		$266K Buy
6,965
+13
+0.2% +$525 0.15% 50
2018
Q3 		$288K Buy
6,952
+13
+0.2% +$541 0.14% 55
2018
Q2 		$285K Buy
6,939
+13
+0.2% +$520 0.15% 51
2018
Q1 		$273K Buy
6,926
+13
+0.2% +$530 0.14% 54
2017
Q4 		$293K Sell
6,913
-415
-6% -$17.4K 0.14% 53
2017
Q3 		$301K Sell
7,328
-3,178
-30% -$128K 0.15% 51
2017
Q2 		$423K Buy
10,506
+18
+0.2% +$724 0.22% 41
2017
Q1 		$425K Buy
10,488
+2,893
+38% +$116K 0.23% 40
2016
Q4 		$298K Sell
7,595
-1,503
-17% -$57.7K 0.17% 56
2016
Q3 		$354K Buy
9,098
+4,672
+106% +$183K 0.21% 47
2016
Q2 		$169K Buy
+4,426
New +$164K 0.1% 74

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
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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