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

First Manhattan’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
2022 Q3	–	Sell	-90	Closed	-$3K	–	1644
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	1416
2022 Q1	$4K	Hold	90	–	–	﹤0.01%	1424
2021 Q4	$4K	Hold	90	–	–	﹤0.01%	1413
2021 Q3	$3K	Hold	90	–	–	﹤0.01%	1493
2021 Q2	$3K	Hold	90	–	–	﹤0.01%	1485
2021 Q1	$3K	Hold	90	–	–	﹤0.01%	1404
2020 Q4	$3K	Hold	90	–	–	﹤0.01%	1260
2020 Q3	$2K	Hold	90	–	–	﹤0.01%	1274
2020 Q2	$2K	Hold	90	–	–	﹤0.01%	1325
2020 Q1	$2K	Buy	+90	New	+$3.53K	﹤0.01%	1309

Other funds holding SPHD

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

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

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Manhattan's SPHD Position: Q3 2022 in Review

First Manhattan sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2022, closing a stake of 90 shares — an estimated $3K sold.

First Manhattan first reported a position in SPHD in Q1 2020 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 309 funds tracked by Wall St. Rank hold SPHD as of Q3 2022.

First Manhattan reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
First Manhattan sold 90 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2022, an estimated $3K.
First Manhattan first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and held it in 10 quarters.
First Manhattan's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4K in Q1 2022.
309 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2022.

Based on First Manhattan's 13F filing for Q3 2022, filed 14 Nov 2022.