10Elms LLP’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

10Elms LLP’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
2026 Q2	$73.7K	Buy	1,450 +87	+6%	+$4.35K	0.03%	194
2026 Q1	$67.6K	Hold	1,363	–	–	0.04%	182
2025 Q4	$65.4K	Hold	1,363	–	–	0.06%	168
2025 Q3	$67.4K	Hold	1,363	–	–	0.06%	167
2025 Q2	$64.8K	Hold	1,363	–	–	0.06%	170
2025 Q1	$68.5K	Hold	1,363	–	–	0.07%	169
2024 Q4	$65.8K	Buy	+1,363	New	+$68.2K	0.07%	169

Other funds holding SPHD

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

AWE

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

10Elms LLP's SPHD Position: Q2 2026 in Review

10Elms LLP increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 6.4% in Q2 2026, buying an estimated $4.35K and bringing the position to 1,450 shares worth $73.7K. The position accounts for 0.03% of the portfolio, ranked #194.

10Elms LLP first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

10Elms LLP held 1,450 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $73.7K as of Q2 2026.
10Elms LLP bought 87 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $4.35K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of 10Elms LLP's portfolio in Q2 2026, its #194 holding.
10Elms LLP first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.