Arlington Trust’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Arlington Trust’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 Q3	$13.5K	Hold	280	–	–	﹤0.01%	483
2026 Q2	$14.2K	Hold	280	–	–	﹤0.01%	425
2026 Q1	$13.9K	Hold	280	–	–	﹤0.01%	384
2025 Q4	$13.4K	Hold	280	–	–	﹤0.01%	287
2025 Q3	$13.8K	Hold	280	–	–	﹤0.01%	461
2025 Q2	$13.3K	Hold	280	–	–	﹤0.01%	470
2025 Q1	$14.1K	Buy	+280	New	+$13.8K	﹤0.01%	485

Other funds holding SPHD

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Arlington Trust's SPHD Position: Q3 2026 in Review

Arlington Trust held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 280 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Arlington Trust first reported a position in SPHD in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.2K in Q2 2026. 59 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Arlington Trust held 280 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $13.5K as of Q3 2026.
Arlington Trust left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #483 holding.
Arlington Trust first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 7 quarters since.
Arlington Trust's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $14.2K in Q2 2026.
59 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.