BTG Pactual Asset Management US’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

BTG Pactual Asset Management US’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	$248K	Hold	4,877	–	–	0.02%	406
2026 Q1	$242K	Hold	4,877	–	–	0.02%	264
2025 Q4	$232K	Hold	4,877	–	–	0.02%	202
2025 Q3	$232K	Hold	4,877	–	–	0.01%	170
2025 Q2	$232K	Hold	4,877	–	–	0.03%	175
2025 Q1	$245K	Hold	4,877	–	–	0.03%	204
2024 Q4	$244K	Buy	+4,877	New	+$244K	0.03%	204

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

BTG Pactual Asset Management US's SPHD Position: Q2 2026 in Review

BTG Pactual Asset Management US held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 4,877 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #406.

BTG Pactual Asset Management US first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

BTG Pactual Asset Management US held 4,877 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $248K as of Q2 2026.
BTG Pactual Asset Management US 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 0.02% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #406 holding.
BTG Pactual Asset Management US first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.