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B. Riley Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-7,772
Closed -$390K – 1336
2025
Q1 		$390K Sell
7,772
-139
-2% -$6.84K 0.01% 849
2024
Q4 		$382K Buy
7,911
+657
+9% +$32.9K 0.01% 779
2024
Q3 		$364K Buy
7,254
+324
+5% +$15.5K 0.01% 868
2024
Q2 		$308K Sell
6,930
-1,553
-18% -$68.6K 0.01% 1025
2024
Q1 		$332K Buy
8,483
+365
+4% +$15.5K 0.01% 998
2023
Q4 		$344K Sell
8,118
-365
-4% -$14.5K 0.01% 989
2023
Q3 		$332K Sell
8,483
-538
-6% -$22.2K 0.01% 998
2023
Q2 		$373K Sell
9,021
-222
-2% -$9.13K 0.01% 1008
2023
Q1 		$390K Sell
9,243
-15,012
-62% -$654K 0.01% 925
2022
Q4 		$1.06M Sell
24,255
-2,190
-8% -$94.1K 0.03% 512
2022
Q3 		$1.03M Sell
26,445
-10,226
-28% -$451K 0.03% 500
2022
Q2 		$1.62M Buy
36,671
+4
+0% +$186 0.07% 291
2022
Q1 		$1.73M Buy
36,667
+1,146
+3% +$52.2K 0.06% 335
2021
Q4 		$1.61M Buy
35,521
+1,282
+4% +$55.8K 0.05% 401
2021
Q3 		$1.45M Buy
34,239
+12,963
+61% +$567K 0.05% 414
2021
Q2 		$938K Buy
21,276
+2,733
+15% +$122K 0.03% 532
2021
Q1 		$793K Buy
18,543
+8,090
+77% +$325K 0.03% 554
2020
Q4 		$393K Buy
+10,453
New +$374K 0.02% 613

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

B. Riley Wealth Advisors's SPHD Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2025, closing a stake of 7,772 shares — an estimated $390K sold.

B. Riley Wealth Advisors first reported a position in SPHD in Q4 2020 and held it in 18 quarters. The position peaked at $1.73M in Q1 2022. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,772 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $390K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.73M in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.