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

CoreCap 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 Q3	$8.72K	Hold	181	–	–	﹤0.01%	2104
2026 Q2	$9.2K	Hold	181	–	–	﹤0.01%	2093
2026 Q1	$8.98K	Buy	181 +19	+12%	+$956	﹤0.01%	1985
2025 Q4	$7.78K	Buy	162 +70	+76%	+$3.37K	﹤0.01%	2056
2025 Q3	$4.55K	Buy	+92	New	+$4.49K	﹤0.01%	2191
2025 Q1	–	Sell	-290	Closed	-$14K	–	3288
2024 Q4	$14K	Hold	290	–	–	﹤0.01%	1654
2024 Q3	$14.7K	Hold	290	–	–	﹤0.01%	1664
2024 Q2	$12.9K	Hold	290	–	–	﹤0.01%	1013
2024 Q1	$12.9K	Buy	+290	New	+$12.3K	﹤0.01%	1654
2022 Q4	$47.8K	Buy	+1,090	New	+$46.8K	﹤0.01%	1007
2022 Q3	–	Sell	-1,090	Closed	-$48K	–	1855
2022 Q2	$48K	Buy	+1,090	New	+$50.8K	﹤0.01%	960
2022 Q1	–	Sell	-1,090	Closed	-$49K	–	1858
2021 Q4	$49K	Buy	+1,090	New	+$47.4K	﹤0.01%	1011

Other funds holding SPHD

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

CoreCap Advisors's SPHD Position: Q3 2026 in Review

CoreCap Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 181 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

CoreCap Advisors first reported a position in SPHD in Q4 2021 and has held it in 12 quarters since. The position peaked at $49K in Q4 2021. 84 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

CoreCap Advisors held 181 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $8.72K as of Q3 2026.
CoreCap Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2104 holding.
CoreCap Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $49K in Q4 2021.
84 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.