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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
– Sell
-18,079
Closed -$796K – 83
2019
Q4
$796K Buy
18,079
+1,395
+8% +$59.8K 0.6% 36
2019
Q3
$711K Buy
+16,684
New +$696K 0.62% 38

Other funds holding SPHD

WT Wealth Management's SPHD Position: Q1 2020 in Review

WT Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2020, closing a stake of 18,079 shares — an estimated $796K sold.

WT Wealth Management first reported a position in SPHD in Q3 2019 and held it in 2 quarters. The position peaked at $796K in Q4 2019. 250 funds tracked by Wall St. Rank hold SPHD as of Q1 2020.

  • WT Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • WT Wealth Management sold 18,079 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2020, an estimated $796K.
  • WT Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2019 and held it in 2 quarters.
  • WT Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $796K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2020.

Based on WT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.