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 Q3	$510K	Hold	10,577	–	–	0.06%	208
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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Apollon Financial's SPHD Position: Q3 2026 in Review

Apollon Financial held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 10,577 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #208.

Apollon Financial first reported a position in SPHD in Q4 2023 and has held it in 12 quarters since. The position peaked at $538K in Q2 2026. 148 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Apollon Financial held 10,577 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $510K as of Q3 2026.
Apollon Financial left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.06% of Apollon Financial's portfolio in Q3 2026, its #208 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 12 quarters since.
Apollon Financial's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $538K in Q2 2026.
148 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.