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 Q2	$2.95M	Buy	58,037 +7,236	+14%	+$362K	0.44%	42
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

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

Curran Financial Partners's SPHD Position: Q2 2026 in Review

Curran Financial Partners increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 14% in Q2 2026, buying an estimated $362K and bringing the position to 58,037 shares worth $2.95M. The position accounts for 0.44% of the portfolio, ranked #42.

Curran Financial Partners first reported a position in SPHD in Q4 2021 and has held it in 19 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Curran Financial Partners held 58,037 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.95M as of Q2 2026.
Curran Financial Partners bought 7,236 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $362K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.44% of Curran Financial Partners's portfolio in Q2 2026, its #42 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 19 quarters since.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.