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

Atlas Legacy 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	$1.58M	Buy	31,114 +822	+3%	+$41.1K	0.23%	70
2026 Q1	$1.5M	Buy	30,292 +593	+2%	+$29.8K	0.27%	62
2025 Q4	$1.43M	Sell	29,699 -474	-2%	-$22.8K	0.25%	69
2025 Q3	$1.49M	Sell	30,173 -7,409	-20%	-$361K	0.29%	65
2025 Q2	$1.79M	Buy	37,582 +4,006	+12%	+$189K	0.39%	52
2025 Q1	$1.66M	Sell	33,576 -9,828	-23%	-$484K	0.42%	51
2024 Q4	$2.1M	Buy	+43,404	New	+$2.17M	0.51%	39

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

Atlas Legacy Advisors's SPHD Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 2.7% in Q2 2026, buying an estimated $41.1K and bringing the position to 31,114 shares worth $1.58M. The position accounts for 0.23% of the portfolio, ranked #70.

Atlas Legacy Advisors first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q4 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Atlas Legacy Advisors held 31,114 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.58M as of Q2 2026.
Atlas Legacy Advisors bought 822 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $41.1K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.23% of Atlas Legacy Advisors's portfolio in Q2 2026, its #70 holding.
Atlas Legacy Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.1M in Q4 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.