Ameritas Investment Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Ameritas Investment Partners’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	$13K	Hold	255	–	–	﹤0.01%	2945
2026 Q1	$12.7K	Hold	255	–	–	﹤0.01%	2787
2025 Q4	$12.2K	Hold	255	–	–	﹤0.01%	2849
2025 Q3	$12.6K	Hold	255	–	–	﹤0.01%	2880
2025 Q2	$12.1K	Hold	255	–	–	﹤0.01%	2910
2025 Q1	$12.8K	Hold	255	–	–	﹤0.01%	2734
2024 Q4	$12.3K	Hold	255	–	–	﹤0.01%	2846
2024 Q3	$12.9K	Hold	255	–	–	﹤0.01%	2842
2024 Q2	$11.3K	Hold	255	–	–	﹤0.01%	2880
2024 Q1	$11.3K	Hold	255	–	–	﹤0.01%	2782
2023 Q4	$10.8K	Hold	255	–	–	﹤0.01%	2824
2023 Q3	$9.99K	Hold	255	–	–	﹤0.01%	2837
2023 Q2	$10.5K	Hold	255	–	–	﹤0.01%	2896
2023 Q1	$10.8K	Hold	255	–	–	﹤0.01%	2707
2022 Q4	$11.2K	Hold	255	–	–	﹤0.01%	2778
2022 Q3	$9K	Hold	255	–	–	﹤0.01%	2833
2022 Q2	$11K	Hold	255	–	–	﹤0.01%	2817
2022 Q1	$12K	Hold	255	–	–	﹤0.01%	2744
2021 Q4	$11K	Hold	255	–	–	﹤0.01%	2872
2021 Q3	$10K	Hold	255	–	–	﹤0.01%	2940
2021 Q2	$11K	Hold	255	–	–	﹤0.01%	2918
2021 Q1	$10K	Hold	255	–	–	﹤0.01%	2870
2020 Q4	$9K	Hold	255	–	–	﹤0.01%	2841
2020 Q3	$8K	Hold	255	–	–	﹤0.01%	2823
2020 Q2	$8K	Hold	255	–	–	﹤0.01%	2834
2020 Q1	$7K	Hold	255	–	–	﹤0.01%	2694
2019 Q4	$11K	Sell	255 -2,505	-91%	-$107K	﹤0.01%	2702
2019 Q3	$117K	Sell	2,760 -1,150	-29%	-$48K	0.01%	1373
2019 Q2	$164K	Hold	3,910	–	–	0.01%	1171
2019 Q1	$166K	Sell	3,910 -125	-3%	-$5.15K	0.01%	1155
2018 Q4	$154K	Buy	4,035 +185	+5%	+$7.47K	0.01%	1113
2018 Q3	$159K	Sell	3,850 -45	-1%	-$1.87K	0.01%	1243
2018 Q2	$159K	Sell	3,895 -35	-0.9%	-$1.4K	0.01%	1213
2018 Q1	$154K	Hold	3,930	–	–	0.01%	1223
2017 Q4	$23K	Hold	3,930	–	–	﹤0.01%	2371
2017 Q3	$161K	Hold	3,930	–	–	0.01%	1175
2017 Q2	$158K	Hold	3,930	–	–	0.01%	1177
2017 Q1	$159K	Sell	3,930 -281	-7%	-$11.3K	0.01%	1173
2016 Q4	$164K	Sell	4,211 -195	-4%	-$7.49K	0.01%	1051
2016 Q3	$171K	Sell	4,406 -9	-0.2%	-$352	0.01%	1026
2016 Q2	$168K	Sell	4,415 -115	-3%	-$4.26K	0.01%	959
2016 Q1	$168K	Buy	+4,530	New	+$155K	0.01%	960

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 $3.59B AUM 17.8% 1-Year Est. Return

Ameritas Investment Partners's SPHD Position: Q2 2026 in Review

Ameritas Investment Partners held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 255 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Ameritas Investment Partners first reported a position in SPHD in Q1 2016 and has held it in 42 quarters since. The position peaked at $171K in Q3 2016. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Ameritas Investment Partners held 255 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $13K as of Q2 2026.
Ameritas Investment Partners left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2945 holding.
Ameritas Investment Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2016 and has held it in 42 quarters since.
Ameritas Investment Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $171K in Q3 2016.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.