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 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

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

Dynamic Advisor Solutions's SPHD Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 5.3% in Q2 2026, buying an estimated $20K and bringing the position to 7,922 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #749.

Dynamic Advisor Solutions first reported a position in SPHD in Q4 2015 and has held it in 27 quarters since. The position peaked at $7.03M in Q4 2020. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Dynamic Advisor Solutions held 7,922 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $403K as of Q2 2026.
Dynamic Advisor Solutions bought 400 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $20K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #749 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 27 quarters since.
Dynamic Advisor Solutions's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $7.03M in Q4 2020.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.