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

Eaton Vance Management’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
2021
Q4 		– Sell
-130
Closed -$6K – 2874
2021
Q3 		$6K Hold
130
– – ﹤0.01% 1787
2021
Q2 		$6K Hold
130
– – ﹤0.01% 2622
2021
Q1 		$6K Buy
+130
New +$5.22K ﹤0.01% 2535

Other funds holding SPHD

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Eaton Vance Management's SPHD Position: Q4 2021 in Review

Eaton Vance Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2021, closing a stake of 130 shares — an estimated $6K sold.

Eaton Vance Management first reported a position in SPHD in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 293 funds tracked by Wall St. Rank hold SPHD as of Q4 2021.

  • Eaton Vance Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Eaton Vance Management sold 130 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2021, an estimated $6K.
  • Eaton Vance Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and held it in 3 quarters.
  • Eaton Vance Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $6K in Q3 2021.
  • 293 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2021.

Based on Eaton Vance Management's 13F filing for Q4 2021, filed 14 Feb 2022.