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

Brookwood Investment 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	$1.37M	Buy	27,650 +463	+2%	+$23.3K	0.17%	137
2025 Q4	$1.3M	Sell	27,187 -805	-3%	-$38.8K	0.16%	130
2025 Q3	$1.38M	Sell	27,992 -294	-1%	-$14.3K	0.18%	107
2025 Q2	$1.35M	Sell	28,286 -232	-0.8%	-$11K	0.22%	83
2025 Q1	$1.43M	Buy	+28,518	New	+$1.4M	0.25%	71

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookwood Investment Group's SPHD Position: Q1 2026 in Review

Brookwood Investment Group increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.7% in Q1 2026, buying an estimated $23.3K and bringing the position to 27,650 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #137.

Brookwood Investment Group first reported a position in SPHD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2025. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Brookwood Investment Group held 27,650 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.37M as of Q1 2026.
Brookwood Investment Group bought 463 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $23.3K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.17% of Brookwood Investment Group's portfolio in Q1 2026, its #137 holding.
Brookwood Investment Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 5 quarters since.
Brookwood Investment Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.43M in Q1 2025.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.