Ameritas Advisory Services’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
$519K Buy
10,212
+5,195
+104% +$260K 0.01% 773
2026
Q1
$249K Buy
5,017
+131
+3% +$6.59K 0.01% 840
2025
Q4
$235K Sell
4,886
-3,806
-44% -$183K 0.01% 847
2025
Q3
$430K Sell
8,692
-3,118
-26% -$152K 0.03% 435
2025
Q2
$562K Sell
11,810
-795
-6% -$37.6K 0.03% 478
2025
Q1
$614K Buy
12,605
+10
+0.1% +$492 0.02% 517
2024
Q4
$608K Buy
12,595
+308
+3% +$15.4K 0.02% 536
2024
Q3
$621K Buy
12,287
+668
+6% +$32K 0.03% 496
2024
Q2
$516K Buy
11,619
+146
+1% +$6.45K 0.02% 575
2024
Q1
$503K Buy
11,473
+1,780
+18% +$75.7K 0.02% 553
2023
Q4
$407K Sell
9,693
-1,109
-10% -$44.2K 0.02% 474
2023
Q3
$421K Buy
10,802
+3,097
+40% +$128K 0.02% 546
2023
Q2
$318K Sell
7,705
-957
-11% -$39.4K 0.04% 394
2023
Q1
$366K Buy
8,662
+255
+3% +$11.1K 0.02% 581
2022
Q4
$368K Buy
8,407
+200
+2% +$8.59K 0.02% 640
2022
Q3
$321K Buy
8,207
+2,365
+40% +$104K 0.02% 564
2022
Q2
$258K Buy
5,842
+813
+16% +$37.9K 0.01% 670
2022
Q1
$237K Sell
5,029
-633
-11% -$28.9K 0.01% 738
2021
Q4
$256K Buy
+5,662
New +$246K 0.01% 700

Other funds holding SPHD

Ameritas Advisory Services's SPHD Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 104% in Q2 2026, buying an estimated $260K and bringing the position to 10,212 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #773.

Ameritas Advisory Services first reported a position in SPHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $621K in Q3 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Ameritas Advisory Services held 10,212 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $519K as of Q2 2026.
  • Ameritas Advisory Services bought 5,195 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $260K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #773 holding.
  • Ameritas Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $621K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.