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

Apollon Wealth Management’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
2025 Q4	–	Sell	-4,158	Closed	-$206K	–	1380
2025 Q3	$206K	Sell	4,158 -749	-15%	-$36.5K	﹤0.01%	1217
2025 Q2	$233K	Buy	4,907 +1	+0%	+$47	﹤0.01%	1109
2025 Q1	$246K	Sell	4,906 -143	-3%	-$7.04K	0.01%	1027
2024 Q4	$244K	Buy	5,049 +150	+3%	+$7.5K	0.01%	1024
2024 Q3	$248K	Hold	4,899	–	–	0.01%	981
2024 Q2	$218K	Hold	4,899	–	–	0.01%	994
2024 Q1	$218K	Hold	4,899	–	–	0.01%	1014
2023 Q4	$208K	Buy	+4,899	New	+$195K	0.01%	993
2023 Q3	–	Sell	-14,203	Closed	-$587K	–	985
2023 Q2	$587K	Buy	+14,203	New	+$584K	0.03%	547

Other funds holding SPHD

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

Financial Engines Advisors

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

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Franklin Resources

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return