Delos Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Delos Wealth Advisors’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	$4.37M	Buy	86,027 +4,234	+5%	+$212K	2.24%	15
2026 Q1	$4.06M	Buy	81,793 +7,158	+10%	+$360K	2.32%	14
2025 Q4	$3.58M	Buy	74,635 +2,210	+3%	+$107K	2.36%	14
2025 Q3	$3.58M	Buy	72,425 +7,017	+11%	+$342K	2.41%	14
2025 Q2	$3.11M	Sell	65,408 -5,074	-7%	-$240K	2.42%	14
2025 Q1	$3.54M	Buy	70,482 +291	+0.4%	+$14.3K	2.8%	14
2024 Q4	$3.39M	Buy	70,191 +5,532	+9%	+$277K	2.7%	13
2024 Q3	$3.27M	Buy	64,659 +4,562	+8%	+$218K	2.85%	12
2024 Q2	$2.67M	Buy	60,097 +5,186	+9%	+$229K	2.58%	11
2024 Q1	$2.44M	Buy	54,911 +13,613	+33%	+$579K	2.74%	12
2023 Q4	$1.75M	Sell	41,298 -625	-1%	-$24.9K	2.54%	11
2023 Q3	$1.73M	Sell	41,923 -566	-1%	-$23.3K	2.09%	14
2023 Q2	$1.76M	Buy	42,489 +1,306	+3%	+$53.7K	2.24%	13
2023 Q1	$1.74M	Buy	+41,183	New	+$1.79M	2.2%	12

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

Delos Wealth Advisors's SPHD Position: Q2 2026 in Review

Delos Wealth Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 5.2% in Q2 2026, buying an estimated $212K and bringing the position to 86,027 shares worth $4.37M. The position accounts for 2.24% of the portfolio, ranked #15.

Delos Wealth Advisors first reported a position in SPHD in Q1 2023 and has held it in 14 quarters since. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Delos Wealth Advisors held 86,027 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $4.37M as of Q2 2026.
Delos Wealth Advisors bought 4,234 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $212K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 2.24% of Delos Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Delos Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2023 and has held it in 14 quarters since.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.