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

Code Waechter’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	$933K	Hold	18,361	–	–	0.48%	42
2026 Q1	$911K	Hold	18,361	–	–	0.54%	41
2025 Q4	$881K	Hold	18,361	–	–	0.57%	38
2025 Q3	$893K	Buy	18,361 +206	+1%	+$10K	0.58%	33
2025 Q2	$863K	Hold	18,155	–	–	0.61%	33
2025 Q1	$912K	Hold	18,155	–	–	0.75%	28
2024 Q4	$877K	Hold	18,155	–	–	0.77%	32
2024 Q3	$918K	Buy	+18,155	New	+$869K	0.87%	32

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

Code Waechter's SPHD Position: Q2 2026 in Review

Code Waechter held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 18,361 shares worth $933K. The position accounts for 0.48% of the portfolio, ranked #42.

Code Waechter first reported a position in SPHD in Q3 2024 and has held it in 8 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Code Waechter held 18,361 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $933K as of Q2 2026.
Code Waechter 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 0.48% of Code Waechter's portfolio in Q2 2026, its #42 holding.
Code Waechter first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.