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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Apollon Wealth Management's SPHD Position: Q4 2025 in Review

Apollon Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 4,158 shares — an estimated $206K sold.

Apollon Wealth Management first reported a position in SPHD in Q2 2023 and held it in 9 quarters. The position peaked at $587K in Q2 2023. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

Apollon Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Apollon Wealth Management sold 4,158 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $206K.
Apollon Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2023 and held it in 9 quarters.
Apollon Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $587K in Q2 2023.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.