Cedar Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Cedar Wealth Management’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	–	Sell	-1,610	Closed	-$77.3K	–	203
2025 Q4	$77.3K	Hold	1,610	–	–	0.02%	110
2025 Q3	$79.6K	Hold	1,610	–	–	0.02%	111
2025 Q2	$76.6K	Hold	1,610	–	–	0.03%	101
2025 Q1	$80.9K	Hold	1,610	–	–	0.03%	101
2024 Q4	$77.8K	Hold	1,610	–	–	0.03%	93
2024 Q3	$81.4K	Hold	1,610	–	–	0.03%	135
2024 Q2	$71.5K	Hold	1,610	–	–	0.02%	146
2024 Q1	$71.5K	Hold	1,610	–	–	0.02%	150
2023 Q4	$68.3K	Hold	1,610	–	–	0.02%	138
2023 Q3	$63.1K	Hold	1,610	–	–	0.02%	145
2023 Q2	$66.6K	Hold	1,610	–	–	0.03%	143
2023 Q1	$68K	Hold	1,610	–	–	0.03%	135
2022 Q4	$70.6K	Hold	1,610	–	–	0.03%	126
2022 Q3	$63K	Hold	1,610	–	–	0.03%	152
2022 Q2	$71K	Hold	1,610	–	–	0.03%	150
2022 Q1	$76K	Hold	1,610	–	–	0.03%	155
2021 Q4	$73K	Hold	1,610	–	–	0.03%	161
2021 Q3	$68K	Hold	1,610	–	–	0.03%	147
2021 Q2	$71K	Hold	1,610	–	–	0.03%	152
2021 Q1	$69K	Hold	1,610	–	–	0.03%	143
2020 Q4	$61K	Hold	1,610	–	–	0.03%	129
2020 Q3	$53K	Hold	1,610	–	–	0.03%	126
2020 Q2	$53K	Hold	1,610	–	–	0.04%	123
2020 Q1	$48K	Buy	+1,610	New	+$63.1K	0.03%	126

Other funds holding SPHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Cedar Wealth Management's SPHD Position: Q1 2026 in Review

Cedar Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026, closing a stake of 1,610 shares — an estimated $77.3K sold.

Cedar Wealth Management first reported a position in SPHD in Q1 2020 and held it in 24 quarters. The position peaked at $81.4K in Q3 2024. 345 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Cedar Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 1,610 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $77.3K.
Cedar Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and held it in 24 quarters.
Cedar Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $81.4K in Q3 2024.
345 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.