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

Continuum Advisory’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
Q1 		$309K Buy
6,238
+493
+9% +$24.8K 0.03% 360
2025
Q4 		$276K Sell
5,745
-9
-0.2% -$434 0.03% 375
2025
Q3 		$285K Buy
5,754
+192
+3% +$9.36K 0.03% 370
2025
Q2 		$265K Sell
5,562
-6,587
-54% -$311K 0.03% 362
2025
Q1 		$610K Buy
12,149
+1,356
+13% +$66.7K 0.08% 210
2024
Q4 		$521K Buy
10,793
+1,695
+19% +$84.8K 0.07% 236
2024
Q3 		$454K Buy
9,098
+3,155
+53% +$151K 0.06% 258
2024
Q2 		$264K Buy
5,943
+578
+11% +$25.5K 0.04% 328
2024
Q1 		$240K Buy
+5,365
New +$228K 0.04% 342
2023
Q4 		– Sell
-5,153
Closed -$202K – 485
2023
Q3 		$202K Buy
+5,153
New +$212K 0.03% 428

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return