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

Cambridge Trust’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
2023 Q1	–	Sell	-284	Closed	-$12K	–	811
2022 Q4	$12K	Hold	284	–	–	﹤0.01%	617
2022 Q3	$11K	Hold	284	–	–	﹤0.01%	636
2022 Q2	$13K	Sell	284 -5,572	-95%	-$260K	﹤0.01%	656
2022 Q1	$276K	Buy	+5,856	New	+$267K	0.01%	283

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Cambridge Trust's SPHD Position: Q1 2023 in Review

Cambridge Trust sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 284 shares — an estimated $12K sold.

Cambridge Trust first reported a position in SPHD in Q1 2022 and held it in 4 quarters. The position peaked at $276K in Q1 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

Cambridge Trust reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Cambridge Trust sold 284 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $12K.
Cambridge Trust first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and held it in 4 quarters.
Cambridge Trust's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $276K in Q1 2022.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.