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 Q2	$538K	Hold	10,577	–	–	0.06%	194
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

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

Apollon Financial's SPHD Position: Q2 2026 in Review

Apollon Financial held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 10,577 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #194.

Apollon Financial first reported a position in SPHD in Q4 2023 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Apollon Financial held 10,577 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $538K as of Q2 2026.
Apollon Financial 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 0.06% of Apollon Financial's portfolio in Q2 2026, its #194 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 11 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 Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.