Beacon Pointe Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Beacon Pointe 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
2026 Q2	$480K	Buy	9,451 +1,455	+18%	+$72.7K	﹤0.01%	1354
2026 Q1	$397K	Buy	7,996 +425	+6%	+$21.4K	﹤0.01%	1395
2025 Q4	$363K	Buy	+7,571	New	+$365K	﹤0.01%	1181

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

Beacon Pointe Advisors's SPHD Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 18% in Q2 2026, buying an estimated $72.7K and bringing the position to 9,451 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Beacon Pointe Advisors first reported a position in SPHD in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Beacon Pointe Advisors held 9,451 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $480K as of Q2 2026.
Beacon Pointe Advisors bought 1,455 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $72.7K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1354 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.