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

Avior 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
2026 Q2	$422K	Sell	8,403 -460	-5%	-$23K	0.01%	558
2026 Q1	$435K	Sell	8,863 -655	-7%	-$33K	0.01%	564
2025 Q4	$452K	Sell	9,518 -61	-0.6%	-$2.94K	0.01%	489
2025 Q3	$469K	Sell	9,579 -509	-5%	-$24.8K	0.02%	460
2025 Q2	$475K	Sell	10,088 -2,178	-18%	-$103K	0.02%	445
2025 Q1	$611K	Sell	12,266 -1,092	-8%	-$53.8K	0.02%	356
2024 Q4	$641K	Sell	13,358 -1,089	-8%	-$54.5K	0.02%	379
2024 Q3	$726K	Buy	14,447 +1,295	+10%	+$62K	0.03%	358
2024 Q2	$580K	Buy	13,152 +480	+4%	+$21.2K	0.02%	393
2024 Q1	$558K	Sell	12,672 -759	-6%	-$32.3K	0.03%	412
2023 Q4	$565K	Sell	13,431 -4,046	-23%	-$161K	0.03%	316
2023 Q3	$681K	Sell	17,477 -640	-4%	-$26.4K	0.05%	259
2023 Q2	$745K	Sell	18,117 -5,963	-25%	-$245K	0.05%	250
2023 Q1	$1.01M	Sell	24,080 -2,718	-10%	-$118K	0.07%	203
2022 Q4	$1.17M	Buy	26,798 +166	+0.6%	+$7.13K	0.09%	170
2022 Q3	$1.04M	Buy	26,632 +26,532	+26,532%	+$1.17M	0.09%	162
2022 Q2	$0	Buy	+100	New	+$4.66K	﹤0.01%	1213

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 $3.62B AUM 24.8% 1-Year Est. Return

Avior Wealth Management's SPHD Position: Q2 2026 in Review

Avior Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 5.2% in Q2 2026, selling an estimated $23K and leaving 8,403 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #558.

Avior Wealth Management first reported a position in SPHD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2022. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Avior Wealth Management held 8,403 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $422K as of Q2 2026.
Avior Wealth Management sold 460 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $23K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #558 holding.
Avior Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and has held it in 17 quarters since.
Avior Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.17M in Q4 2022.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.