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

Arkadios 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 Q2	$1.5M	Sell	29,452 -2,053	-7%	-$103K	0.02%	651
2026 Q1	$1.56M	Sell	31,505 -47	-0.1%	-$2.37K	0.03%	612
2025 Q4	$1.51M	Buy	31,552 +1,717	+6%	+$82.7K	0.03%	545
2025 Q3	$1.48M	Buy	29,835 +126	+0.4%	+$6.14K	0.04%	497
2025 Q2	$1.41M	Sell	29,709 -5,034	-14%	-$238K	0.04%	441
2025 Q1	$1.75M	Buy	34,743 +22,255	+178%	+$1.1M	0.07%	320
2024 Q4	$603K	Sell	12,488 -845	-6%	-$42.3K	0.03%	475
2024 Q3	$674K	Buy	+13,333	New	+$638K	0.04%	435
2023 Q3	–	Sell	-5,104	Closed	-$211K	–	742
2023 Q2	$211K	Sell	5,104 -1,006	-16%	-$41.4K	0.02%	568
2023 Q1	$258K	Buy	6,110 +165	+3%	+$7.19K	0.03%	481
2022 Q4	$261K	Buy	+5,945	New	+$255K	0.03%	445
2022 Q3	–	Sell	-5,591	Closed	-$247K	–	570
2022 Q2	$247K	Sell	5,591 -620	-10%	-$28.9K	0.04%	451
2022 Q1	$293K	Sell	6,211 -1,861	-23%	-$84.8K	0.04%	433
2021 Q4	$365K	Buy	8,072 +254	+3%	+$11.1K	0.05%	396
2021 Q3	$330K	Sell	7,818 -2,717	-26%	-$119K	0.05%	385
2021 Q2	$464K	Buy	10,535 +8,110	+334%	+$362K	0.06%	348
2021 Q1	$103K	Sell	2,425 -1,728	-42%	-$69.4K	0.02%	532
2020 Q4	$156K	Buy	+4,153	New	+$149K	0.03%	364

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

Arkadios Wealth Advisors's SPHD Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 6.5% in Q2 2026, selling an estimated $103K and leaving 29,452 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #651.

Arkadios Wealth Advisors first reported a position in SPHD in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.75M in Q1 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Arkadios Wealth Advisors held 29,452 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.5M as of Q2 2026.
Arkadios Wealth Advisors sold 2,053 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $103K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #651 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and has held it in 18 quarters since.
Arkadios Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.75M 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.