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

Bell Investment 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	$1.42K	Hold	28	–	–	﹤0.01%	1452
2026 Q1	$1.39K	Hold	28	–	–	﹤0.01%	1448
2025 Q4	$1.34K	Hold	28	–	–	﹤0.01%	1476
2025 Q3	$1.39K	Buy	+28	New	+$1.36K	﹤0.01%	1458

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

Bell Investment Advisors's SPHD Position: Q2 2026 in Review

Bell Investment Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 28 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Bell Investment Advisors first reported a position in SPHD in Q3 2025 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Bell Investment Advisors held 28 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.42K as of Q2 2026.
Bell Investment Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1452 holding.
Bell Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.