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 Q2	$1.33K	Hold	26	–	–	﹤0.01%	793
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

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 $3.59B AUM 17.8% 1-Year Est. Return

DHJJ Financial Advisors's SPHD Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 26 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

DHJJ Financial Advisors first reported a position in SPHD in Q3 2023 and has held it in 12 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

DHJJ Financial Advisors held 26 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.33K as of Q2 2026.
DHJJ Financial Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #793 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2023 and has held it in 12 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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.