CIBC Private Wealth Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

CIBC Private Wealth 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	$20.1K	Hold	418	–	–	﹤0.01%	2162
2025 Q3	$20.7K	Hold	418	–	–	﹤0.01%	2144
2025 Q2	$19.9K	Buy	418 +1	+0.2%	+$47	﹤0.01%	2019
2025 Q1	$18.5K	Hold	417	–	–	﹤0.01%	2022
2024 Q4	$20K	Buy	417 +1	+0.2%	+$50	﹤0.01%	2063
2024 Q3	$21K	Hold	416	–	–	﹤0.01%	2132
2024 Q2	$18.4K	Buy	416 +1	+0.2%	+$44	﹤0.01%	2064
2024 Q1	$18.4K	Buy	+415	New	+$17.7K	﹤0.01%	2079
2020 Q1	–	Sell	-4,653	Closed	-$205K	–	922
2019 Q4	$205K	Buy	+4,653	New	+$199K	﹤0.01%	870
2019 Q1	–	Sell	-5,404	Closed	-$206K	–	952
2018 Q4	$206K	Sell	5,404 -2,396	-31%	-$96.8K	﹤0.01%	838
2018 Q3	$323K	Buy	7,800 +5	+0.1%	+$208	﹤0.01%	850
2018 Q2	$320K	Buy	7,795 +6	+0.1%	+$240	﹤0.01%	849
2018 Q1	$307K	Buy	7,789 +7,247	+1,337%	+$296K	﹤0.01%	854
2017 Q4	$23K	Buy	+542	New	+$22.7K	﹤0.01%	1378

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group's SPHD Position: Q4 2025 in Review

CIBC Private Wealth Group held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q4 2025 at 418 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

CIBC Private Wealth Group first reported a position in SPHD in Q4 2017 and has held it in 14 quarters since. The position peaked at $323K in Q3 2018. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

CIBC Private Wealth Group held 418 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $20.1K as of Q4 2025.
CIBC Private Wealth Group left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q4 2025.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2162 holding.
CIBC Private Wealth Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and has held it in 14 quarters since.
CIBC Private Wealth Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $323K in Q3 2018.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.