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

Arete Wealth 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 Q1	–	Sell	-73,206	Closed	-$3.51M	–	684
2025 Q4	$3.51M	Buy	73,206 +2,175	+3%	+$105K	0.21%	100
2025 Q3	$3.51M	Buy	71,031 +743	+1%	+$36.2K	0.22%	93
2025 Q2	$3.34M	Buy	70,288 +2,764	+4%	+$131K	0.24%	89
2025 Q1	$3.39M	Buy	67,524 +619	+0.9%	+$30.5K	0.26%	87
2024 Q4	$3.23M	Sell	66,905 -78	-0.1%	-$3.9K	0.23%	91
2024 Q3	$3.38M	Buy	66,983 +2,611	+4%	+$125K	0.29%	76
2024 Q2	$2.85M	Sell	64,372 -690	-1%	-$30.5K	0.23%	91
2024 Q1	$2.89M	Buy	65,062 +409	+0.6%	+$17.4K	0.27%	84
2023 Q4	$2.74M	Buy	64,653 +54,705	+550%	+$2.18M	0.21%	97
2023 Q3	$390K	Sell	9,948 -18,727	-65%	-$772K	0.07%	285
2023 Q2	$1.19M	Sell	28,675 -4,764	-14%	-$196K	0.1%	186
2023 Q1	$1.41M	Buy	33,439 +4,605	+16%	+$201K	0.11%	163
2022 Q4	$1.26B	Hold	28,834	–	–	0.11%	168
2022 Q3	$1.13M	Buy	+28,834	New	+$1.27M	0.11%	162

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's SPHD Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026, closing a stake of 73,206 shares — an estimated $3.51M sold.

Arete Wealth Advisors first reported a position in SPHD in Q3 2022 and held it in 14 quarters. The position peaked at $1.26B in Q4 2022. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Arete Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 73,206 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $3.51M.
Arete Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and held it in 14 quarters.
Arete Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.26B in Q4 2022.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.