Creekmur Asset Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Creekmur Asset Management’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
2025 Q3	$37.5K	Buy	759 +8	+1%	+$390	0.01%	370
2025 Q2	$35.7K	Buy	751 +7	+0.9%	+$331	0.01%	378
2025 Q1	$37.4K	Buy	744 +6	+0.8%	+$295	0.01%	342
2024 Q4	$35.7K	Buy	738 +6	+0.8%	+$300	0.01%	275
2024 Q3	$37K	Buy	732 +6	+0.8%	+$287	0.01%	275
2024 Q2	$32.3K	Buy	726 +6	+0.8%	+$265	0.01%	312
2024 Q1	$32K	Buy	720 +8	+1%	+$340	0.01%	313
2023 Q4	$30.2K	Buy	+712	New	+$28.3K	0.01%	371

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creekmur Asset Management's SPHD Position: Q3 2025 in Review

Creekmur Asset Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.1% in Q3 2025, buying an estimated $390 and bringing the position to 759 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #370.

Creekmur Asset Management first reported a position in SPHD in Q4 2023 and has held it in 8 quarters since. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

Creekmur Asset Management held 759 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $37.5K as of Q3 2025.
Creekmur Asset Management bought 8 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2025, an estimated $390.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #370 holding.
Creekmur Asset Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and has held it in 8 quarters since.
334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.