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

DHJJ Financial 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 Q1	$1.29K	Hold	26	–	–	﹤0.01%	788
2025 Q4	$1.24K	Hold	26	–	–	﹤0.01%	758
2025 Q3	$1.27K	Hold	26	–	–	﹤0.01%	737
2025 Q2	$1.22K	Buy	26 +1	+4%	+$47	﹤0.01%	718
2025 Q1	$1.28K	Hold	25	–	–	﹤0.01%	667
2024 Q4	$1.23K	Hold	25	–	–	﹤0.01%	645
2024 Q3	$1.28K	Hold	25	–	–	﹤0.01%	621
2024 Q2	$1.12K	Hold	25	–	–	﹤0.01%	590
2024 Q1	$1.11K	Buy	25 +14	+127%	+$596	﹤0.01%	579
2023 Q4	$467	Hold	11	–	–	﹤0.01%	635
2023 Q3	$432	Buy	+11	New	+$453	﹤0.01%	633

Other funds holding SPHD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

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

Bank of America

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

Financial Engines Advisors

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

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Franklin Resources

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return