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

Curran Financial 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 Q1	$2.52M	Buy	50,801 +7,077	+16%	+$356K	0.45%	40
2025 Q4	$2.1M	Buy	43,724 +6,089	+16%	+$293K	0.4%	47
2025 Q3	$1.86M	Buy	37,635 +7,070	+23%	+$345K	0.37%	49
2025 Q2	$1.45M	Buy	30,565 +3,931	+15%	+$186K	0.32%	52
2025 Q1	$1.34M	Buy	26,634 +4,404	+20%	+$217K	0.33%	43
2024 Q4	$1.07M	Buy	22,230 +3,732	+20%	+$187K	0.28%	48
2024 Q3	$935K	Buy	18,498 +2,120	+13%	+$101K	0.27%	52
2024 Q2	$728K	Buy	16,378 +949	+6%	+$41.9K	0.24%	58
2024 Q1	$685K	Buy	15,429 +1,434	+10%	+$61K	0.24%	55
2023 Q4	$580K	Buy	13,995 +1,690	+14%	+$67.3K	0.22%	54
2023 Q3	$482K	Buy	12,305 +1,840	+18%	+$75.8K	0.21%	50
2023 Q2	$433K	Sell	10,465 -292	-3%	-$12K	0.19%	55
2023 Q1	$454K	Sell	10,757 -12,911	-55%	-$562K	0.22%	48
2022 Q4	$1.04M	Sell	23,668 -3,003	-11%	-$129K	0.5%	40
2022 Q3	$1.04M	Sell	26,671 -2,475	-8%	-$109K	0.53%	30
2022 Q2	$1.29M	Sell	29,146 -8,451	-22%	-$394K	0.61%	31
2022 Q1	$1.77M	Buy	37,597 +16,543	+79%	+$754K	0.73%	40
2021 Q4	$953K	Buy	+21,054	New	+$916K	0.4%	42

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curran Financial Partners's SPHD Position: Q1 2026 in Review

Curran Financial Partners increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 16% in Q1 2026, buying an estimated $356K and bringing the position to 50,801 shares worth $2.52M. The position accounts for 0.45% of the portfolio, ranked #40.

Curran Financial Partners first reported a position in SPHD in Q4 2021 and has held it in 18 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Curran Financial Partners held 50,801 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.52M as of Q1 2026.
Curran Financial Partners bought 7,077 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $356K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.45% of Curran Financial Partners's portfolio in Q1 2026, its #40 holding.
Curran Financial Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and has held it in 18 quarters since.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.