Cornerstone Planning Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Cornerstone Planning Group’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	$13.2K	Buy	251 +1	+0.4%	+$50	﹤0.01%	804
2026 Q1	$12.4K	Buy	250 +4	+2%	+$201	﹤0.01%	832
2025 Q4	$12.1K	Buy	246 +3	+1%	+$145	﹤0.01%	744
2025 Q3	$11.5K	Buy	243 +3	+1%	+$146	﹤0.01%	738
2025 Q2	$11.6K	Buy	240 +3	+1%	+$142	﹤0.01%	525
2025 Q1	$11.2K	Buy	237 +1	+0.4%	+$49	﹤0.01%	537
2024 Q4	$11.7K	Buy	236 +2	+0.9%	+$100	﹤0.01%	394
2024 Q3	$11.7K	Sell	234 -3,956	-94%	-$189K	﹤0.01%	386
2024 Q2	$195K	Buy	+4,190	New	+$185K	0.06%	77

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

Cornerstone Planning Group's SPHD Position: Q2 2026 in Review

Cornerstone Planning Group increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.4% in Q2 2026, buying an estimated $50 and bringing the position to 251 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Cornerstone Planning Group first reported a position in SPHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $195K in Q2 2024. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Cornerstone Planning Group held 251 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $13.2K as of Q2 2026.
Cornerstone Planning Group bought 1 Invesco S&P 500 High Dividend Low Volatility ETF share in Q2 2026, an estimated $50.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #804 holding.
Cornerstone Planning Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $195K in Q2 2024.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.