CVA Family Office’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

CVA Family Office’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	$1.06M	Buy	20,865 +184	+0.9%	+$9.2K	0.1%	115
2026 Q1	$1.03M	Buy	20,681 +241	+1%	+$12.1K	0.11%	112
2025 Q4	$981K	Sell	20,440 -876	-4%	-$42.2K	0.11%	108
2025 Q3	$1.05M	Sell	21,316 -49	-0.2%	-$2.39K	0.14%	99
2025 Q2	$1.02M	Sell	21,365 -79	-0.4%	-$3.73K	0.14%	101
2025 Q1	$1.08M	Buy	21,444 +1,794	+9%	+$88.3K	0.17%	94
2024 Q4	$949K	Buy	19,650 +12,033	+158%	+$602K	0.15%	92
2024 Q3	$385K	Buy	7,617 +5,672	+292%	+$272K	0.06%	173
2024 Q2	$86.4K	Buy	1,945 +1,745	+873%	+$77K	0.02%	381
2024 Q1	$8.88K	Hold	200	–	–	﹤0.01%	758
2023 Q4	$8.48K	Buy	+200	New	+$7.96K	﹤0.01%	740
2023 Q3	–	Sell	-200	Closed	-$8.27K	–	836
2023 Q2	$8.27K	Hold	200	–	–	﹤0.01%	740
2023 Q1	$8.44K	Hold	200	–	–	﹤0.01%	710
2022 Q4	$8.77K	Hold	200	–	–	﹤0.01%	675
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	665
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	664
2022 Q1	$9K	Buy	+200	New	+$9.12K	﹤0.01%	700
2021 Q4	–	Sell	-820	Closed	-$27K	–	921
2021 Q3	$27K	Hold	820	–	–	0.02%	238
2021 Q2	$36K	Hold	820	–	–	0.01%	412
2021 Q1	$35K	Hold	820	–	–	0.01%	313
2020 Q4	$31K	Hold	820	–	–	0.02%	236
2020 Q3	$27K	Hold	820	–	–	0.02%	238
2020 Q2	$27K	Hold	820	–	–	0.02%	196
2020 Q1	$25K	Buy	+820	New	+$32.1K	0.03%	185

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

CVA Family Office's SPHD Position: Q2 2026 in Review

CVA Family Office increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.89% in Q2 2026, buying an estimated $9.2K and bringing the position to 20,865 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #115.

CVA Family Office first reported a position in SPHD in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q1 2025. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

CVA Family Office held 20,865 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.06M as of Q2 2026.
CVA Family Office bought 184 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $9.2K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.1% of CVA Family Office's portfolio in Q2 2026, its #115 holding.
CVA Family Office first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and has held it in 24 quarters since.
CVA Family Office's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.08M in Q1 2025.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.