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

AlphaStar Capital 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
Q1 		$841K Sell
16,951
-906
-5% -$45.6K 0.06% 112
2025
Q4 		$857K Buy
17,857
+3,957
+28% +$191K 0.06% 115
2025
Q3 		$687K Sell
13,900
-960
-6% -$46.8K 0.06% 111
2025
Q2 		$707K Sell
14,860
-1,069
-7% -$50.5K 0.05% 197
2025
Q1 		$800K Buy
15,929
+236
+2% +$11.6K 0.08% 97
2024
Q4 		$758K Buy
15,693
+999
+7% +$50K 0.08% 101
2024
Q3 		$743K Buy
+14,694
New +$703K 0.06% 189

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return