Crews Bank & Trust’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Crews Bank & Trust’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	$130K	Hold	2,565	–	–	0.02%	268
2026 Q1	$127K	Hold	2,565	–	–	0.02%	259
2025 Q4	$123K	Hold	2,565	–	–	0.02%	261
2025 Q3	$127K	Hold	2,565	–	–	0.02%	262
2025 Q2	$122K	Buy	2,565 +465	+22%	+$22K	0.02%	261
2025 Q1	$105K	Hold	2,100	–	–	0.02%	266
2024 Q4	$101K	Buy	+2,100	New	+$105K	0.02%	271

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

Crews Bank & Trust's SPHD Position: Q2 2026 in Review

Crews Bank & Trust held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 2,565 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #268.

Crews Bank & Trust first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Crews Bank & Trust held 2,565 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $130K as of Q2 2026.
Crews Bank & Trust left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #268 holding.
Crews Bank & Trust first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.