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 Q2	$1.02M	Buy	19,968 +3,017	+18%	+$151K	0.06%	113
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

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

AlphaStar Capital Management's SPHD Position: Q2 2026 in Review

AlphaStar Capital Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 18% in Q2 2026, buying an estimated $151K and bringing the position to 19,968 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #113.

AlphaStar Capital Management first reported a position in SPHD in Q3 2024 and has held it in 8 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

AlphaStar Capital Management held 19,968 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.02M as of Q2 2026.
AlphaStar Capital Management bought 3,017 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $151K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.06% of AlphaStar Capital Management's portfolio in Q2 2026, its #113 holding.
AlphaStar Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.