Apollon Financial’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Apollon Financial’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	$525K	Hold	10,577	–	–	0.07%	177
2025 Q4	$508K	Buy	10,577 +1,328	+14%	+$64K	0.07%	175
2025 Q3	$457K	Hold	9,249	–	–	0.08%	162
2025 Q2	$440K	Sell	9,249 -140	-1%	-$6.62K	0.09%	154
2025 Q1	$472K	Sell	9,389 -885	-9%	-$43.6K	0.11%	131
2024 Q4	$496K	Buy	10,274 +3,450	+51%	+$173K	0.12%	115
2024 Q3	$345K	Hold	6,824	–	–	0.1%	124
2024 Q2	$303K	Sell	6,824 -200	-3%	-$8.83K	0.1%	117
2024 Q1	$312K	Sell	7,024 -350	-5%	-$14.9K	0.11%	119
2023 Q4	$313K	Buy	+7,374	New	+$294K	0.12%	112

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apollon Financial's SPHD Position: Q1 2026 in Review

Apollon Financial held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q1 2026 at 10,577 shares worth $525K. The position accounts for 0.07% of the portfolio, ranked #177.

Apollon Financial first reported a position in SPHD in Q4 2023 and has held it in 10 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Apollon Financial held 10,577 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $525K as of Q1 2026.
Apollon Financial left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.07% of Apollon Financial's portfolio in Q1 2026, its #177 holding.
Apollon Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and has held it in 10 quarters since.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Apollon Financial's 13F filing for Q1 2026, filed 22 Apr 2026.