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

Consultiva 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 Q2	$131K	Hold	2,573	–	–	0.29%	51
2026 Q1	$128K	Hold	2,573	–	–	0.37%	44
2025 Q4	$124K	Hold	2,573	–	–	0.35%	48
2025 Q3	$127K	Hold	2,573	–	–	0.36%	45
2025 Q2	$122K	Hold	2,573	–	–	0.38%	44
2025 Q1	$129K	Hold	2,573	–	–	0.44%	39
2024 Q4	$124K	Hold	2,573	–	–	0.62%	26
2024 Q3	$130K	Hold	2,573	–	–	1.04%	10
2024 Q2	$114K	Sell	2,573 -2,740	-52%	-$121K	1.04%	10
2024 Q1	$236K	Buy	+5,313	New	+$226K	2.21%	7
2023 Q3	$208K	Buy	5,313 +2,573	+94%	+$106K	5.34%	4
2023 Q2	$113K	Hold	2,740	–	–	2.86%	7
2023 Q1	$116K	Hold	2,740	–	–	2.96%	7
2022 Q4	$120K	Hold	2,740	–	–	3.13%	6
2022 Q3	$107K	Hold	2,740	–	–	3%	7
2022 Q2	$121K	Hold	2,740	–	–	3.39%	7
2022 Q1	$129K	Hold	2,740	–	–	3.1%	6
2021 Q4	$124K	Hold	2,740	–	–	2.83%	8
2021 Q3	$116K	Buy	+2,740	New	+$120K	2.67%	10
2021 Q1	$88K	Hold	2,051	–	–	1.91%	14
2020 Q4	$77K	Buy	+2,051	New	+$73.4K	1.8%	16
2019 Q2	$90K	Buy	+2,051	New	+$86.3K	1.83%	17

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

Consultiva Wealth Management's SPHD Position: Q2 2026 in Review

Consultiva Wealth Management held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 2,573 shares worth $131K. The position accounts for 0.29% of the portfolio, ranked #51.

Consultiva Wealth Management first reported a position in SPHD in Q2 2019 and has held it in 22 quarters since. The position peaked at $236K in Q1 2024. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Consultiva Wealth Management held 2,573 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $131K as of Q2 2026.
Consultiva Wealth Management 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 0.29% of Consultiva Wealth Management's portfolio in Q2 2026, its #51 holding.
Consultiva Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2019 and has held it in 22 quarters since.
Consultiva Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $236K in Q1 2024.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.