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Coston McIsaac & Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Coston McIsaac & Partners’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 		– Sell
-10
Closed – – 918
2026
Q1 		$0 Buy
+10
New +$503 ﹤0.01% 909

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Coston McIsaac & Partners's SPHD Position: Q2 2026 in Review

Coston McIsaac & Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 10 shares.

Coston McIsaac & Partners first reported a position in SPHD in Q1 2026 and held it in 1 quarter. The position peaked at $0 in Q1 2026. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Coston McIsaac & Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Coston McIsaac & Partners sold 10 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026.
  • Coston McIsaac & Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Coston McIsaac & Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $0 in Q1 2026.
  • 354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.