Advisornet Financial’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.6K | Sell |
936
-251
| -21% | -$12.5K | ﹤0.01% | 1128 |
|
|
2026
Q1 | $58.9K | Sell |
1,187
-249
| -17% | -$12.5K | ﹤0.01% | 999 |
|
|
2025
Q4 | $68.9K | Hold |
1,436
| – | – | ﹤0.01% | 945 |
|
|
2025
Q3 | $71K | Sell |
1,436
-166
| -10% | -$8.09K | ﹤0.01% | 913 |
|
|
2025
Q2 | $76.2K | Sell |
1,602
-503
| -24% | -$23.8K | ﹤0.01% | 842 |
|
|
2025
Q1 | $106K | Sell |
2,105
-163
| -7% | -$8.02K | 0.01% | 712 |
|
|
2024
Q4 | $110K | Hold |
2,268
| – | – | 0.01% | 660 |
|
|
2024
Q3 | $115K | Hold |
2,268
| – | – | 0.01% | 663 |
|
|
2024
Q2 | $101K | Hold |
2,268
| – | – | 0.01% | 636 |
|
|
2024
Q1 | $101K | Hold |
2,268
| – | – | 0.01% | 634 |
|
|
2023
Q4 | $96.2K | Sell |
2,268
-543
| -19% | -$21.6K | 0.01% | 653 |
|
|
2023
Q3 | $110K | Buy |
2,811
+4
| +0.1% | +$165 | 0.01% | 593 |
|
|
2023
Q2 | $116K | Buy |
2,807
+955
| +52% | +$39.3K | 0.01% | 610 |
|
|
2023
Q1 | $78.2K | Hold |
1,852
| – | – | 0.01% | 685 |
|
|
2022
Q4 | $81.2K | Sell |
1,852
-4,339
| -70% | -$186K | 0.01% | 669 |
|
|
2022
Q3 | $242K | Buy |
6,191
+37
| +0.6% | +$1.63K | 0.02% | 465 |
|
|
2022
Q2 | $272K | Sell |
6,154
-973
| -14% | -$45.3K | 0.03% | 437 |
|
|
2022
Q1 | $336K | Buy |
7,127
+399
| +6% | +$18.2K | 0.02% | 441 |
|
|
2021
Q4 | $305K | Buy |
6,728
+24
| +0.4% | +$1.04K | 0.02% | 501 |
|
|
2021
Q3 | $284K | Buy |
6,704
+2,872
| +75% | +$126K | 0.02% | 474 |
|
|
2021
Q2 | $169K | Buy |
3,832
+22
| +0.6% | +$982 | 0.01% | 636 |
|
|
2021
Q1 | $163K | Buy |
3,810
+29
| +0.8% | +$1.16K | 0.01% | 617 |
|
|
2020
Q4 | $142K | Sell |
3,781
-2,958
| -44% | -$106K | 0.01% | 592 |
|
|
2020
Q3 | $222K | Sell |
6,739
-2,089
| -24% | -$70.5K | 0.02% | 476 |
|
|
2020
Q2 | $291K | Sell |
8,828
-807
| -8% | -$26.2K | 0.02% | 433 |
|
|
2020
Q1 | $289K | Sell |
9,635
-699
| -7% | -$27.4K | 0.03% | 400 |
|
|
2019
Q4 | $455K | Sell |
10,334
-482
| -4% | -$20.7K | 0.04% | 349 |
|
|
2019
Q3 | $461K | Sell |
10,816
-428
| -4% | -$17.9K | 0.04% | 342 |
|
|
2019
Q2 | $473K | Buy |
11,244
+303
| +3% | +$12.7K | 0.05% | 305 |
|
|
2019
Q1 | $465K | Buy |
10,941
+1,616
| +17% | +$66.6K | 0.06% | 284 |
|
|
2018
Q4 | $356K | Sell |
9,325
-340
| -4% | -$13.7K | 0.05% | 301 |
|
|
2018
Q3 | $400K | Sell |
9,665
-600
| -6% | -$25K | 0.05% | 294 |
|
|
2018
Q2 | $421K | Sell |
10,265
-1,975
| -16% | -$79.1K | 0.06% | 263 |
|
|
2018
Q1 | $483K | Sell |
12,240
-5,515
| -31% | -$225K | 0.07% | 229 |
|
|
2017
Q4 | $753K | Buy |
+17,755
| New | +$744K | 0.11% | 162 |
|
Other funds holding SPHD
BCM
AWE
Advisornet Financial's SPHD Position: Q2 2026 in Review
Advisornet Financial reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 21% in Q2 2026, selling an estimated $12.5K and leaving 936 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.
Advisornet Financial first reported a position in SPHD in Q4 2017 and has held it in 35 quarters since. The position peaked at $753K in Q4 2017. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.
- Advisornet Financial held 936 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $47.6K as of Q2 2026.
- Advisornet Financial sold 251 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $12.5K.
- Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1128 holding.
- Advisornet Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $753K in Q4 2017.
- 354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.