Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$374K Sell
7,760
-162
-2% -$8.41K 0.01% 758
2026
Q2 		$403K Buy
7,922
+400
+5% +$20K 0.01% 749
2026
Q1 		$373K Sell
7,522
-500
-6% -$25.2K 0.01% 733
2025
Q4 		$385K Sell
8,022
-1,325
-14% -$63.9K 0.01% 699
2025
Q3 		$462K Sell
9,347
-1,570
-14% -$76.5K 0.01% 654
2025
Q2 		$519K Buy
10,917
+152
+1% +$7.18K 0.02% 596
2025
Q1 		$541K Buy
10,765
+415
+4% +$20.4K 0.02% 564
2024
Q4 		$500K Sell
10,350
-3,787
-27% -$189K 0.02% 432
2024
Q3 		$715K Sell
14,137
-64,320
-82% -$3.08M 0.02% 534
2024
Q2 		$3.49M Buy
78,457
+16,090
+26% +$710K 0.11% 216
2024
Q1 		$2.77M Buy
62,367
+55,566
+817% +$2.36M 0.09% 256
2023
Q4 		$293K Buy
6,801
+1,001
+17% +$39.9K 0.01% 723
2023
Q3 		$227K Buy
5,800
+750
+15% +$30.9K 0.01% 746
2023
Q2 		$209K Sell
5,050
-1,000
-17% -$41.1K 0.01% 734
2023
Q1 		$255K Sell
6,050
-11,198
-65% -$488K 0.01% 636
2022
Q4 		$756K Buy
17,248
+1,710
+11% +$73.5K 0.05% 333
2022
Q3 		$608K Buy
15,538
+288
+2% +$12.7K 0.05% 350
2022
Q2 		$673K Buy
+15,250
New +$710K 0.05% 328
2022
Q1 		– Sell
-9,698
Closed -$439K – 781
2021
Q4 		$439K Sell
9,698
-3,233
-25% -$141K 0.03% 463
2021
Q3 		$547K Sell
12,931
-20,892
-62% -$914K 0.04% 421
2021
Q2 		$1.49M Buy
33,823
+25,002
+283% +$1.12M 0.12% 202
2021
Q1 		$378K Sell
8,821
-178,157
-95% -$7.15M 0.04% 446
2020
Q4 		$7.03M Buy
+186,978
New +$6.69M 0.66% 28
2018
Q1 		– Sell
-35,945
Closed -$1.53M – 381
2017
Q4 		$1.53M Sell
35,945
-1,140
-3% -$47.8K 0.5% 72
2017
Q3 		$1.52M Buy
37,085
+10,989
+42% +$444K 0.6% 53
2017
Q2 		$1.05M Hold
26,096
– – 0.41% 78
2017
Q1 		$1.06M Buy
+26,096
New +$1.05M 0.41% 75
2016
Q1 		– Sell
-26,718
Closed -$891K – 210
2015
Q4 		$891K Buy
+26,718
New +$880K 0.37% 78

Other funds holding SPHD

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Dynamic Advisor Solutions's SPHD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 2% in Q3 2026, selling an estimated $8.41K and leaving 7,760 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #758.

Dynamic Advisor Solutions first reported a position in SPHD in Q4 2015 and has held it in 28 quarters since. The position peaked at $7.03M in Q4 2020. 56 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

  • Dynamic Advisor Solutions held 7,760 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $374K as of Q3 2026.
  • Dynamic Advisor Solutions sold 162 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $8.41K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #758 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2015 and has held it in 28 quarters since.
  • Dynamic Advisor Solutions's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $7.03M in Q4 2020.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.