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

Centerpoint 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
2025
Q4 		– Sell
-6,500
Closed -$321K – 109
2025
Q3 		$321K Buy
+6,500
New +$317K 0.25% 74

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centerpoint Advisory Group's SPHD Position: Q4 2025 in Review

Centerpoint Advisory Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 6,500 shares — an estimated $321K sold.

Centerpoint Advisory Group first reported a position in SPHD in Q3 2025 and held it in 1 quarter. The position peaked at $321K in Q3 2025. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

  • Centerpoint Advisory Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Centerpoint Advisory Group sold 6,500 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $321K.
  • Centerpoint Advisory Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2025 and held it in 1 quarter.
  • Centerpoint Advisory Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $321K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on Centerpoint Advisory Group's 13F filing for Q4 2025, filed 3 Feb 2026.