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

Axxcess 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	$1.47M	Buy	+28,926	New	+$1.45M	0.02%	442
2026 Q1	–	Sell	-60,343	Closed	-$2.9M	–	911
2025 Q4	$2.9M	Buy	60,343 +29,765	+97%	+$1.43M	0.05%	305
2025 Q3	$1.51M	Buy	30,578 +7,526	+33%	+$367K	0.03%	371
2025 Q2	$1.1M	Buy	23,052 +8,647	+60%	+$409K	0.03%	405
2025 Q1	$724K	Buy	+14,405	New	+$709K	0.02%	469

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

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

Axxcess Wealth Management opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 28,926 shares worth $1.47M. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPHD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPHD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.9M in Q4 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Axxcess Wealth Management held 28,926 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.47M as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #442 holding.
Axxcess Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
Axxcess Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.9M in Q4 2025.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.