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

Envestnet Portfolio 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	$369K	Buy	7,261 +843	+13%	+$42.1K	﹤0.01%	1099
2026 Q1	$318K	Sell	6,418 -6,537	-50%	-$329K	﹤0.01%	1089
2025 Q4	$622K	Buy	12,955 +397	+3%	+$19.1K	﹤0.01%	957
2025 Q3	$621K	Buy	12,558 +254	+2%	+$12.4K	﹤0.01%	940
2025 Q2	$585K	Buy	12,304 +4,867	+65%	+$230K	﹤0.01%	1027
2025 Q1	$374K	Sell	7,437 -663	-8%	-$32.6K	﹤0.01%	1181
2024 Q4	$391K	Sell	8,100 -126	-2%	-$6.3K	﹤0.01%	1357
2024 Q3	$416K	Sell	8,226 -1,129	-12%	-$54.1K	﹤0.01%	1290
2024 Q2	$416K	Buy	9,355 +444	+5%	+$19.6K	﹤0.01%	1210
2024 Q1	$396K	Buy	8,911 +122	+1%	+$5.19K	﹤0.01%	1210
2023 Q4	$373K	Buy	8,789 +6	+0.1%	+$239	﹤0.01%	1183
2023 Q3	$344K	Buy	+8,783	New	+$362K	﹤0.01%	1158

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

Envestnet Portfolio Solutions's SPHD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 13% in Q2 2026, buying an estimated $42.1K and bringing the position to 7,261 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Envestnet Portfolio Solutions first reported a position in SPHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $622K in Q4 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Envestnet Portfolio Solutions held 7,261 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $369K as of Q2 2026.
Envestnet Portfolio Solutions bought 843 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $42.1K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1099 holding.
Envestnet Portfolio Solutions 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.
Envestnet Portfolio Solutions's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $622K in Q4 2025.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.