Aptus Capital Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Aptus Capital Advisors’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	$185K	Hold	3,632	–	–	﹤0.01%	1135
2026 Q1	$180K	Hold	3,632	–	–	﹤0.01%	1041
2025 Q4	$174K	Hold	3,632	–	–	﹤0.01%	1057
2025 Q3	$180K	Sell	3,632 -50	-1%	-$2.44K	﹤0.01%	1003
2025 Q2	$175K	Hold	3,682	–	–	﹤0.01%	968
2025 Q1	$185K	Hold	3,682	–	–	﹤0.01%	907
2024 Q4	$178K	Buy	3,682 +143	+4%	+$7.15K	﹤0.01%	912
2024 Q3	$179K	Hold	3,539	–	–	﹤0.01%	777
2024 Q2	$157K	Buy	3,539 +847	+31%	+$37.4K	﹤0.01%	762
2024 Q1	$120K	Buy	2,692 +1,165	+76%	+$49.6K	﹤0.01%	797
2023 Q4	$64.8K	Sell	1,527 -171	-10%	-$6.81K	﹤0.01%	654
2023 Q3	$66.5K	Buy	1,698 +323	+23%	+$13.3K	﹤0.01%	664
2023 Q2	$56.9K	Hold	1,375	–	–	﹤0.01%	575
2023 Q1	$58K	Hold	1,375	–	–	﹤0.01%	557
2022 Q4	$60.3K	Buy	1,375 +175	+15%	+$7.52K	﹤0.01%	580
2022 Q3	$47K	Buy	+1,200	New	+$52.9K	﹤0.01%	558
2021 Q3	–	Sell	-58	Closed	-$3K	–	604
2021 Q2	$3K	Buy	+58	New	+$2.59K	﹤0.01%	539
2020 Q4	–	Sell	-58	Closed	-$1K	–	526
2020 Q3	$1K	Hold	58	–	–	﹤0.01%	464
2020 Q2	$1K	Hold	58	–	–	﹤0.01%	411
2020 Q1	$1K	Hold	58	–	–	﹤0.01%	404
2019 Q4	$2K	Buy	+58	New	+$2.48K	﹤0.01%	490

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

Aptus Capital Advisors's SPHD Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 3,632 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Aptus Capital Advisors first reported a position in SPHD in Q4 2019 and has held it in 21 quarters since. The position peaked at $185K in Q1 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Aptus Capital Advisors held 3,632 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $185K as of Q2 2026.
Aptus Capital Advisors 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 ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1135 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and has held it in 21 quarters since.
Aptus Capital Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $185K in Q1 2025.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.