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

Aventura Private Wealth’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	$9.98K	Buy	196 +2	+1%	+$100	﹤0.01%	593
2026 Q1	$9.62K	Buy	194 +3	+2%	+$151	﹤0.01%	551
2025 Q4	$9.19K	Buy	191 +2	+1%	+$96	﹤0.01%	516
2025 Q3	$9.36K	Buy	189 +2	+1%	+$98	﹤0.01%	505
2025 Q2	$8.91K	Buy	187 +1	+0.5%	+$47	﹤0.01%	481
2025 Q1	$9.32K	Buy	186 +2	+1%	+$98	﹤0.01%	449
2024 Q4	$8.89K	Buy	+184	New	+$9.2K	﹤0.01%	445

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

Aventura Private Wealth's SPHD Position: Q2 2026 in Review

Aventura Private Wealth increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1% in Q2 2026, buying an estimated $100 and bringing the position to 196 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Aventura Private Wealth first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Aventura Private Wealth held 196 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $9.98K as of Q2 2026.
Aventura Private Wealth 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 ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #593 holding.
Aventura Private Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 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 Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.