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

WFG Advisors’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
2017 Q2	$6K	Hold	150	–	–	﹤0.01%	1257
2017 Q1	$6K	Hold	150	–	–	﹤0.01%	1192
2016 Q4	$6K	Sell	150 -7,819	-98%	-$300K	﹤0.01%	1233
2016 Q3	$310K	Buy	7,969 +4,225	+113%	+$165K	0.08%	266
2016 Q2	$143K	Buy	+3,744	New	+$139K	0.04%	417

Other funds holding SPHD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's SPHD Position: Q2 2017 in Review

WFG Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2017 at 150 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

WFG Advisors first reported a position in SPHD in Q2 2016 and has held it in 5 quarters since. The position peaked at $310K in Q3 2016. 183 funds tracked by Wall St. Rank hold SPHD as of Q2 2017.

WFG Advisors held 150 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $6K as of Q2 2017.
WFG Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2017.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1257 holding.
WFG Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2016 and has held it in 5 quarters since.
WFG Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $310K in Q3 2016.
183 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.