Atomi Financial Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Atomi Financial Group’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	$576K	Buy	11,331 +2	+0%	+$100	0.02%	704
2026 Q1	$562K	Buy	11,329 +2	+0%	+$101	0.02%	671
2025 Q4	$544K	Buy	11,327 +144	+1%	+$6.94K	0.02%	650
2025 Q3	$553K	Hold	11,183	–	–	0.02%	615
2025 Q2	$532K	Hold	11,183	–	–	0.02%	563
2025 Q1	$562K	Hold	11,183	–	–	0.03%	486
2024 Q4	$540K	Hold	11,183	–	–	0.03%	449
2024 Q3	$566K	Hold	11,183	–	–	0.04%	413
2024 Q2	$497K	Hold	11,183	–	–	0.04%	400
2024 Q1	$497K	Hold	11,183	–	–	0.05%	346
2023 Q4	$474K	Buy	+11,183	New	+$445K	0.07%	286

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

Atomi Financial Group's SPHD Position: Q2 2026 in Review

Atomi Financial Group increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.02% in Q2 2026, buying an estimated $100 and bringing the position to 11,331 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #704.

Atomi Financial Group first reported a position in SPHD in Q4 2023 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Atomi Financial Group held 11,331 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $576K as of Q2 2026.
Atomi Financial Group bought 2 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $100.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #704 holding.
Atomi Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and has held it in 11 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 Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.