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

Abound Wealth 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
2026 Q2	–	Sell	-20	Closed	-$997	–	1547
2026 Q1	$997	Buy	+20	New	+$1.01K	﹤0.01%	980
2022 Q4	–	Sell	-1	Closed	-$40	–	779
2022 Q3	$40	Buy	+1	New	+$44	﹤0.01%	732

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

Abound Wealth Management's SPHD Position: Q2 2026 in Review

Abound Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 20 shares — an estimated $997 sold.

Abound Wealth Management first reported a position in SPHD in Q3 2022 and held it in 2 quarters. The position peaked at $997 in Q1 2026. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Abound Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 20 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $997.
Abound Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and held it in 2 quarters.
Abound Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $997 in Q1 2026.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.