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

Atria Wealth Solutions’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
2025 Q2	$875K	Sell	18,405 -49,715	-73%	-$2.35M	0.02%	693
2025 Q1	$3.42M	Buy	68,120 +2,564	+4%	+$126K	0.04%	451
2024 Q4	$3.17M	Sell	65,556 -6,144	-9%	-$307K	0.03%	489
2024 Q3	$3.63M	Sell	71,700 -740	-1%	-$35.4K	0.04%	432
2024 Q2	$3.22M	Sell	72,440 -286,334	-80%	-$12.6M	0.04%	464
2024 Q1	$15.9M	Buy	358,774 +793	+0.2%	+$33.7K	0.18%	120
2023 Q4	$15.2M	Buy	357,981 +7,876	+2%	+$314K	0.19%	114
2023 Q3	$13.7M	Buy	350,105 +1,495	+0.4%	+$61.6K	0.19%	115
2023 Q2	$14.4M	Sell	348,610 -13,431	-4%	-$552K	0.2%	111
2023 Q1	$15.3M	Sell	362,041 -1,811	-0.5%	-$78.9K	0.23%	95
2022 Q4	$15.9M	Buy	363,852 +11,183	+3%	+$480K	0.26%	91
2022 Q3	$13.8M	Buy	352,669 +25,267	+8%	+$1.11M	0.24%	95
2022 Q2	$14.5M	Buy	327,402 +42,359	+15%	+$1.97M	0.27%	83
2022 Q1	$13.5M	Buy	+285,043	New	+$13M	0.22%	93

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Atria Wealth Solutions's SPHD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 73% in Q2 2025, selling an estimated $2.35M and leaving 18,405 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #693.

Atria Wealth Solutions first reported a position in SPHD in Q1 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q4 2022. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

Atria Wealth Solutions held 18,405 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $875K as of Q2 2025.
Atria Wealth Solutions sold 49,715 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $2.35M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #693 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $15.9M in Q4 2022.
339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.