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

Copia 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	$163K	Sell	3,211 -189	-6%	-$9.45K	0.1%	125
2026 Q1	$169K	Sell	3,400 -802	-19%	-$40.4K	0.12%	115
2025 Q4	$202K	Sell	4,202 -1,244	-23%	-$59.9K	0.14%	100
2025 Q3	$269K	Sell	5,446 -253	-4%	-$12.3K	0.2%	86
2025 Q2	$271K	Buy	5,699 +2,424	+74%	+$115K	0.23%	80
2025 Q1	$165K	Buy	3,275 +1,848	+130%	+$91K	0.15%	98
2024 Q4	$68.9K	Buy	+1,427	New	+$71.4K	0.07%	126

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

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

Copia Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 5.6% in Q2 2026, selling an estimated $9.45K and leaving 3,211 shares worth $163K. The position accounts for 0.1% of the portfolio, ranked #125.

Copia Wealth Management first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $271K in Q2 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Copia Wealth Management held 3,211 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $163K as of Q2 2026.
Copia Wealth Management sold 189 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $9.45K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.1% of Copia Wealth Management's portfolio in Q2 2026, its #125 holding.
Copia Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $271K in Q2 2025.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.