Eagle Strategies’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Eagle Strategies’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	$976K	Buy	20,266 +2,163	+12%	+$112K	0.09%	145
2026 Q2	$920K	Buy	18,103 +2,440	+16%	+$122K	0.09%	152
2026 Q1	$777K	Buy	15,663 +3,105	+25%	+$156K	0.09%	145
2025 Q4	$603K	Buy	12,558 +4,367	+53%	+$210K	0.08%	153
2025 Q3	$405K	Sell	8,191 -444	-5%	-$21.6K	0.05%	179
2025 Q2	$411K	Buy	8,635 +1,350	+19%	+$63.8K	0.06%	160
2025 Q1	$366K	Buy	7,285 +93	+1%	+$4.58K	0.06%	158
2024 Q4	$347K	Buy	7,192 +2	+0%	+$100	0.06%	163
2024 Q3	$364K	Sell	7,190 -417	-5%	-$20K	0.07%	155
2024 Q2	$338K	Buy	+7,607	New	+$336K	0.06%	159
2024 Q1	–	Sell	-6,392	Closed	-$271K	–	332
2023 Q4	$271K	Sell	6,392 -1,191	-16%	-$47.4K	0.06%	163
2023 Q3	$297K	Buy	7,583 +447	+6%	+$18.4K	0.07%	148
2023 Q2	$295K	Buy	7,136 +1,000	+16%	+$41.1K	0.07%	149
2023 Q1	$259K	Hold	6,136	–	–	0.06%	157
2022 Q4	$269K	Buy	+6,136	New	+$264K	0.08%	142

Other funds holding SPHD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Eagle Strategies's SPHD Position: Q3 2026 in Review

Eagle Strategies increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 12% in Q3 2026, buying an estimated $112K and bringing the position to 20,266 shares worth $976K. The position accounts for 0.09% of the portfolio, ranked #145.

Eagle Strategies first reported a position in SPHD in Q4 2022 and has held it in 15 quarters since. 218 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Eagle Strategies held 20,266 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $976K as of Q3 2026.
Eagle Strategies bought 2,163 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $112K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.09% of Eagle Strategies's portfolio in Q3 2026, its #145 holding.
Eagle Strategies first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
218 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.