Creative Planning’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.38M | Buy |
88,244
+5,047
| +6% | +$254K | ﹤0.01% | 1308 |
|
|
2025
Q4 | $3.99M | Sell |
83,197
-1,211
| -1% | -$58.4K | ﹤0.01% | 1167 |
|
|
2025
Q3 | $4.17M | Sell |
84,408
-266
| -0.3% | -$13K | ﹤0.01% | 985 |
|
|
2025
Q2 | $4.03M | Sell |
84,674
-14,786
| -15% | -$699K | ﹤0.01% | 870 |
|
|
2025
Q1 | $5M | Buy |
99,460
+89,555
| +904% | +$4.41M | ﹤0.01% | 707 |
|
|
2024
Q4 | $478K | Sell |
9,905
-2,287
| -19% | -$114K | ﹤0.01% | 2259 |
|
|
2024
Q3 | $617K | Buy |
12,192
+3,706
| +44% | +$177K | ﹤0.01% | 1924 |
|
|
2024
Q2 | $377K | Buy |
8,486
+3,285
| +63% | +$145K | ﹤0.01% | 2180 |
|
|
2024
Q1 | $231K | Buy |
5,201
+41
| +0.8% | +$1.74K | ﹤0.01% | 2460 |
|
|
2023
Q4 | $219K | Sell |
5,160
-12,492
| -71% | -$497K | ﹤0.01% | 2344 |
|
|
2023
Q3 | $692K | Buy |
17,652
+1,862
| +12% | +$76.7K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $653K | Buy |
15,790
+497
| +3% | +$20.4K | ﹤0.01% | 1391 |
|
|
2023
Q1 | $646K | Sell |
15,293
-420
| -3% | -$18.3K | ﹤0.01% | 1321 |
|
|
2022
Q4 | $689K | Buy |
15,713
+733
| +5% | +$31.5K | ﹤0.01% | 1240 |
|
|
2022
Q3 | $586K | Sell |
14,980
-189
| -1% | -$8.33K | ﹤0.01% | 1238 |
|
|
2022
Q2 | $670K | Buy |
15,169
+410
| +3% | +$19.1K | ﹤0.01% | 1151 |
|
|
2022
Q1 | $697K | Buy |
14,759
+813
| +6% | +$37.1K | ﹤0.01% | 1160 |
|
|
2021
Q4 | $631K | Sell |
13,946
-1,481
| -10% | -$64.5K | ﹤0.01% | 1183 |
|
|
2021
Q3 | $653K | Buy |
15,427
+3,591
| +30% | +$157K | ﹤0.01% | 1154 |
|
|
2021
Q2 | $522K | Buy |
11,836
+7,102
| +150% | +$317K | ﹤0.01% | 1255 |
|
|
2021
Q1 | $203K | Buy |
+4,734
| New | +$190K | ﹤0.01% | 2089 |
|
|
2020
Q2 | – | Sell |
-35,294
| Closed | -$1.06M | – | 2121 |
|
|
2020
Q1 | $1.06M | Buy |
35,294
+48
| +0.1% | +$1.88K | ﹤0.01% | 621 |
|
|
2019
Q4 | $1.55M | Buy |
35,246
+13,609
| +63% | +$583K | ﹤0.01% | 606 |
|
|
2019
Q3 | $922K | Sell |
21,637
-399
| -2% | -$16.6K | ﹤0.01% | 793 |
|
|
2019
Q2 | $928K | Buy |
+22,036
| New | +$927K | ﹤0.01% | 783 |
|
|
2018
Q2 | – | Sell |
-8,872
| Closed | -$350K | – | 2164 |
|
|
2018
Q1 | $350K | Buy |
+8,872
| New | +$362K | ﹤0.01% | 1267 |
|
|
2017
Q3 | – | Sell |
-2,511
| Closed | -$101K | – | 3458 |
|
|
2017
Q2 | $101K | Sell |
2,511
-9,493
| -79% | -$382K | ﹤0.01% | 1990 |
|
|
2017
Q1 | $486K | Buy |
12,004
+10,826
| +919% | +$435K | ﹤0.01% | 1005 |
|
|
2016
Q4 | $46K | Sell |
1,178
-624
| -35% | -$24K | ﹤0.01% | 2455 |
|
|
2016
Q3 | $70K | Sell |
1,802
-50
| -3% | -$1.96K | ﹤0.01% | 2110 |
|
|
2016
Q2 | $71K | Buy |
1,852
+175
| +10% | +$6.49K | ﹤0.01% | 1894 |
|
|
2016
Q1 | $62K | Buy |
1,677
+1,477
| +739% | +$50.4K | ﹤0.01% | 1943 |
|
|
2015
Q4 | $7K | Sell |
200
-1,700
| -89% | -$56K | ﹤0.01% | 3524 |
|
|
2015
Q3 | $60K | Buy |
+1,900
| New | +$60.9K | ﹤0.01% | 1913 |
|
|
2014
Q4 | – | Sell |
-90
| Closed | -$3K | – | 4323 |
|
|
2014
Q3 | $3K | Buy |
+90
| New | +$2.79K | ﹤0.01% | 3535 |
|
Other funds holding SPHD
BCM
Creative Planning's SPHD Position: Q1 2026 in Review
Creative Planning increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 6.1% in Q1 2026, buying an estimated $254K and bringing the position to 88,244 shares worth $4.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.
Creative Planning first reported a position in SPHD in Q3 2014 and has held it in 35 quarters since. The position peaked at $5M in Q1 2025. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.
- Creative Planning held 88,244 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $4.38M as of Q1 2026.
- Creative Planning bought 5,047 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $254K.
- Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1308 holding.
- Creative Planning first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2014 and has held it in 35 quarters since.
- Creative Planning's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $5M in Q1 2025.
- 343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.