Clearstead Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Clearstead Advisors’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	$64.4K	Buy	1,266 +45	+4%	+$2.25K	﹤0.01%	1417
2026 Q1	$60.6K	Buy	1,221 +419	+52%	+$21.1K	﹤0.01%	1238
2025 Q4	$38.5K	Hold	802	–	–	﹤0.01%	1503
2025 Q3	$39.7K	Hold	802	–	–	﹤0.01%	1357
2025 Q2	$38.1K	Hold	802	–	–	﹤0.01%	1382
2025 Q1	$40.3K	Sell	802 -98	-11%	-$4.82K	﹤0.01%	1224
2024 Q4	$43.5K	Buy	+900	New	+$45K	﹤0.01%	1196
2022 Q1	–	Sell	-1,706	Closed	-$77K	–	1452
2021 Q4	$77K	Hold	1,706	–	–	0.01%	584
2021 Q3	$72K	Hold	1,706	–	–	0.01%	552
2021 Q2	$75K	Hold	1,706	–	–	0.01%	495
2021 Q1	$73K	Hold	1,706	–	–	0.01%	491
2020 Q4	$64K	Hold	1,706	–	–	0.01%	476
2020 Q3	$56K	Hold	1,706	–	–	0.01%	451
2020 Q2	$56K	Hold	1,706	–	–	0.01%	418
2020 Q1	$51K	Sell	1,706 -9,925	-85%	-$389K	0.01%	409
2019 Q4	$512K	Hold	11,631	–	–	0.06%	176
2019 Q3	$496K	Sell	11,631 -1,000	-8%	-$41.7K	0.07%	166
2019 Q2	$532K	Buy	12,631 +1,706	+16%	+$71.7K	0.07%	166
2019 Q1	$464K	Hold	10,925	–	–	0.06%	175
2018 Q4	$417K	Buy	+10,925	New	+$441K	0.06%	174

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

Clearstead Advisors's SPHD Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 3.7% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,266 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Clearstead Advisors first reported a position in SPHD in Q4 2018 and has held it in 20 quarters since. The position peaked at $532K in Q2 2019. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Clearstead Advisors held 1,266 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $64.4K as of Q2 2026.
Clearstead Advisors bought 45 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.25K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1417 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and has held it in 20 quarters since.
Clearstead Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $532K in Q2 2019.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.