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

Atticus Wealth 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
2025 Q3	–	Sell	-1,228	Closed	-$58.4K	–	569
2025 Q2	$58.4K	Buy	1,228 +11	+0.9%	+$520	0.02%	299
2025 Q1	$61.1K	Buy	1,217 +10	+0.8%	+$492	0.02%	214
2024 Q4	$58.3K	Buy	1,207 +10	+0.8%	+$500	0.02%	231
2024 Q3	$60.5K	Buy	+1,197	New	+$57.3K	0.02%	228
2023 Q4	–	Sell	-210	Closed	-$8.23K	–	604
2023 Q3	$8.23K	Sell	210 -223	-52%	-$9.19K	﹤0.01%	426
2023 Q2	$17.9K	Sell	433 -5,053	-92%	-$208K	0.01%	349
2023 Q1	$232K	Buy	+5,486	New	+$239K	0.09%	120

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Two Sigma Investments New York $138B AUM 41.87% 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

Atticus Wealth Management's SPHD Position: Q3 2025 in Review

Atticus Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2025, closing a stake of 1,228 shares — an estimated $58.4K sold.

Atticus Wealth Management first reported a position in SPHD in Q1 2023 and held it in 7 quarters. The position peaked at $232K in Q1 2023. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

Atticus Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,228 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2025, an estimated $58.4K.
Atticus Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2023 and held it in 7 quarters.
Atticus Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $232K in Q1 2023.
334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.