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

Atria Investments’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	$1.21M	Buy	+23,821	New	+$1.19M	0.01%	1006
2026 Q1	–	Sell	-16,875	Closed	-$810K	–	2142
2025 Q4	$810K	Buy	+16,875	New	+$813K	0.01%	1176
2025 Q3	–	Sell	-22,980	Closed	-$1.09M	–	2135
2025 Q2	$1.09M	Sell	22,980 -39,497	-63%	-$1.87M	0.01%	985
2025 Q1	$3.14M	Sell	62,477 -45,509	-42%	-$2.24M	0.04%	526
2024 Q4	$5.22M	Buy	107,986 +31,910	+42%	+$1.6M	0.06%	332
2024 Q3	$3.85M	Buy	76,076 +8,047	+12%	+$385K	0.05%	438
2024 Q2	$3.02M	Sell	68,029 -1,216	-2%	-$53.7K	0.04%	494
2024 Q1	$3.07M	Sell	69,245 -1,900	-3%	-$80.8K	0.04%	502
2023 Q4	$3.02M	Sell	71,145 -17,223	-19%	-$686K	0.05%	448
2023 Q3	$3.46M	Sell	88,368 -17,306	-16%	-$713K	0.06%	379
2023 Q2	$4.37M	Sell	105,674 -21,132	-17%	-$869K	0.08%	303
2023 Q1	$5.35M	Sell	126,806 -101,535	-44%	-$4.42M	0.1%	245
2022 Q4	$10M	Buy	228,341 +30,186	+15%	+$1.3M	0.21%	117
2022 Q3	$7.75M	Sell	198,155 -6,347	-3%	-$280K	0.17%	146
2022 Q2	$9.03M	Buy	204,502 +61,106	+43%	+$2.85M	0.19%	123
2022 Q1	$6.77M	Buy	143,396 +41,212	+40%	+$1.88M	0.12%	204
2021 Q4	$4.63M	Buy	102,184 +62,247	+156%	+$2.71M	0.08%	301
2021 Q3	$1.69M	Sell	39,937 -836	-2%	-$36.6K	0.03%	596
2021 Q2	$1.8M	Buy	+40,773	New	+$1.82M	0.03%	547
2020 Q4	–	Sell	-30,753	Closed	-$1.01M	–	695
2020 Q3	$1.01M	Buy	+30,753	New	+$1.04M	0.03%	568
2020 Q2	–	Sell	-43,025	Closed	-$1.29M	–	733
2020 Q1	$1.29M	Buy	43,025 +21,209	+97%	+$831K	0.1%	193
2019 Q4	$961K	Buy	+21,816	New	+$935K	0.03%	544
2019 Q2	–	Sell	-7,513	Closed	-$319K	–	1073
2019 Q1	$319K	Buy	+7,513	New	+$310K	0.01%	678
2017 Q4	–	Sell	-41,502	Closed	-$1.7M	–	878
2017 Q3	$1.7M	Buy	41,502 +526	+1%	+$21.2K	0.09%	216
2017 Q2	$1.65M	Buy	40,976 +10,101	+33%	+$406K	0.1%	215
2017 Q1	$1.25M	Buy	30,875 +25,286	+452%	+$1.02M	0.08%	229
2016 Q4	$219K	Buy	+5,589	New	+$215K	0.02%	574

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

Atria Investments's SPHD Position: Q2 2026 in Review

Atria Investments opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 23,821 shares worth $1.21M. The stake represents 0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Atria Investments previously reported a position in SPHD as recently as Q4 2025.

Atria Investments first reported a position in SPHD in Q4 2016 and has held it in 27 quarters since. The position peaked at $10M in Q4 2022. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Atria Investments held 23,821 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.21M as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Atria Investments position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1006 holding.
Atria Investments first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2016 and has held it in 27 quarters since.
Atria Investments's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $10M in Q4 2022.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.