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

Bridgewealth Advisory 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	$244K	Hold	4,800	–	–	0.05%	119
2026 Q1	$238K	Hold	4,800	–	–	0.05%	111
2025 Q4	$230K	Hold	4,800	–	–	0.05%	114
2025 Q3	$237K	Hold	4,800	–	–	0.06%	106
2025 Q2	$228K	Buy	+4,800	New	+$227K	0.06%	100
2025 Q1	–	Sell	-4,800	Closed	-$237K	–	101
2024 Q4	$237K	Hold	4,800	–	–	0.07%	91
2024 Q3	$243K	Buy	+4,800	New	+$230K	0.09%	71

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

Bridgewealth Advisory Group's SPHD Position: Q2 2026 in Review

Bridgewealth Advisory Group held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 4,800 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #119.

Bridgewealth Advisory Group first reported a position in SPHD in Q3 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Bridgewealth Advisory Group held 4,800 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $244K as of Q2 2026.
Bridgewealth Advisory 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 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #119 holding.
Bridgewealth Advisory Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and has held it in 7 quarters since.
357 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.