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 Q3	–	Sell	-251	Closed	-$13.2K	–	1463
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

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

Cornerstone Planning Group's SPHD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2026, closing a stake of 251 shares — an estimated $13.2K sold.

Cornerstone Planning Group first reported a position in SPHD in Q2 2024 and held it in 9 quarters. The position peaked at $195K in Q2 2024. 84 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Cornerstone Planning Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 251 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $13.2K.
Cornerstone Planning Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $195K in Q2 2024.
84 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.