Bessemer Group
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Bessemer Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Bessemer Group’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
Q1 		$31K Hold
625
– – ﹤0.01% 1811
2025
Q4 		$30K Sell
625
-529
-46% -$25.5K ﹤0.01% 1774
2025
Q3 		$57K Buy
1,154
+625
+118% +$30.5K ﹤0.01% 1402
2025
Q2 		$25K Hold
529
– – ﹤0.01% 1506
2025
Q1 		$27K Hold
529
– – ﹤0.01% 1444
2024
Q4 		$26K Hold
529
– – ﹤0.01% 1442
2024
Q3 		$27K Sell
529
-1,058
-67% -$50.7K ﹤0.01% 1458
2024
Q2 		$71K Sell
1,587
-529
-25% -$23.4K ﹤0.01% 1220
2024
Q1 		$94K Buy
+2,116
New +$90K ﹤0.01% 1192
2017
Q1 		– Sell
-491
Closed -$19K – 1903
2016
Q4 		$19K Buy
+491
New +$18.9K ﹤0.01% 1539
2016
Q1 		– Sell
-188
Closed -$6K – 1634
2015
Q4 		$6K Buy
+188
New +$6.2K ﹤0.01% 1337

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return