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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Eagle Strategies's SPHD Position: Q2 2026 in Review

Eagle Strategies increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 18,103 shares worth $920K. The position accounts for 0.09% of the portfolio, ranked #152.

Eagle Strategies first reported a position in SPHD in Q4 2022 and has held it in 14 quarters since. 163 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Eagle Strategies held 18,103 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $920K as of Q2 2026.
  • Eagle Strategies bought 2,440 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $122K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.09% of Eagle Strategies's portfolio in Q2 2026, its #152 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 14 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.