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

Armbruster Capital 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
2026 Q2	$215K	Buy	4,226 +55	+1%	+$2.75K	0.03%	124
2026 Q1	$207K	Buy	+4,171	New	+$210K	0.03%	129
2025 Q4	–	Sell	-4,152	Closed	-$205K	–	133
2025 Q3	$205K	Buy	+4,152	New	+$202K	0.03%	131
2025 Q2	–	Sell	-4,234	Closed	-$213K	–	133
2025 Q1	$213K	Buy	4,234 +5	+0.1%	+$246	0.04%	124
2024 Q4	$204K	Sell	4,229 -10	-0.2%	-$500	0.04%	131
2024 Q3	$214K	Buy	+4,239	New	+$203K	0.04%	125
2022 Q2	–	Sell	-4,245	Closed	-$200K	–	120
2022 Q1	$200K	Buy	+4,245	New	+$193K	0.05%	123

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 $3.59B AUM 17.8% 1-Year Est. Return

Armbruster Capital Management's SPHD Position: Q2 2026 in Review

Armbruster Capital Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.3% in Q2 2026, buying an estimated $2.75K and bringing the position to 4,226 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #124.

Armbruster Capital Management first reported a position in SPHD in Q1 2022 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Armbruster Capital Management held 4,226 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $215K as of Q2 2026.
Armbruster Capital Management bought 55 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.75K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Armbruster Capital Management's portfolio in Q2 2026, its #124 holding.
Armbruster Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and has held it in 7 quarters since.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.