Avantax Advisory Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Avantax Advisory Services’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	$1.85M	Sell	38,964 -448	-1%	-$21.2K	0.01%	843
2025 Q1	$1.98M	Sell	39,412 -1,872	-5%	-$92.1K	0.01%	748
2024 Q4	$1.99M	Buy	41,284 +127	+0.3%	+$6.35K	0.01%	711
2024 Q3	$2.08M	Buy	41,157 +758	+2%	+$36.3K	0.01%	680
2024 Q2	$1.79M	Buy	40,399 +2,155	+6%	+$95.1K	0.01%	700
2024 Q1	$1.7M	Sell	38,244 -3,486	-8%	-$148K	0.02%	580
2023 Q4	$1.77M	Sell	41,730 -2,043	-5%	-$81.3K	0.02%	538
2023 Q3	$1.72M	Buy	43,773 +1,842	+4%	+$75.9K	0.02%	507
2023 Q2	$1.73M	Sell	41,931 -7,099	-14%	-$292K	0.02%	499
2023 Q1	$2.07M	Sell	49,030 -145	-0.3%	-$6.32K	0.03%	436
2022 Q4	$2.16M	Buy	49,175 +1,665	+4%	+$71.5K	0.03%	401
2022 Q3	$1.86M	Sell	47,510 -131	-0.3%	-$5.78K	0.03%	393
2022 Q2	$2.1M	Sell	47,641 -12,186	-20%	-$568K	0.03%	365
2022 Q1	$2.82M	Buy	59,827 +4,606	+8%	+$210K	0.04%	309
2021 Q4	$2.5M	Buy	55,221 +619	+1%	+$26.9K	0.04%	320
2021 Q3	$2.31M	Sell	54,602 -607	-1%	-$26.6K	0.04%	313
2021 Q2	$2.44M	Buy	55,209 +1,897	+4%	+$84.7K	0.04%	293
2021 Q1	$2.29M	Sell	53,312 -622	-1%	-$25K	0.05%	265
2020 Q4	$2.03M	Sell	53,934 -82,262	-60%	-$2.94M	0.05%	269
2020 Q3	$4.49M	Sell	136,196 -166,257	-55%	-$5.61M	0.07%	221
2020 Q2	$9.97M	Buy	302,453 +4,578	+2%	+$149K	0.29%	60
2020 Q1	$8.93M	Sell	297,875 -36,694	-11%	-$1.44M	0.27%	59
2019 Q4	$14.7M	Buy	334,569 +326,831	+4,224%	+$14M	0.34%	45
2019 Q3	$329K	Sell	7,738 -1,455	-16%	-$60.7K	0.01%	419
2019 Q2	$387K	Buy	9,193 +2,559	+39%	+$108K	0.02%	342
2019 Q1	$282K	Buy	6,634 +725	+12%	+$29.9K	0.02%	373
2018 Q4	$226K	Buy	+5,909	New	+$239K	0.04%	355

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Avantax Advisory Services's SPHD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.1% in Q2 2025, selling an estimated $21.2K and leaving 38,964 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #843.

Avantax Advisory Services first reported a position in SPHD in Q4 2018 and has held it in 27 quarters since. The position peaked at $14.7M in Q4 2019. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

Avantax Advisory Services held 38,964 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.85M as of Q2 2025.
Avantax Advisory Services sold 448 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $21.2K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #843 holding.
Avantax Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $14.7M in Q4 2019.
339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.