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 Q2	$32K	Hold	625	–	–	﹤0.01%	1840
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	–	1902
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

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

Bessemer Group's SPHD Position: Q2 2026 in Review

Bessemer Group held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 625 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Bessemer Group first reported a position in SPHD in Q4 2015 and has held it in 12 quarters since. The position peaked at $94K in Q1 2024. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Bessemer Group held 625 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $32K as of Q2 2026.
Bessemer Group 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 Bessemer Group's portfolio in Q2 2026, its #1840 holding.
Bessemer Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2015 and has held it in 12 quarters since.
Bessemer Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $94K in Q1 2024.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.