EPG Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

EPG Wealth Management’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
2025 Q2	–	Sell	-7,695	Closed	-$387K	–	410
2025 Q1	$387K	Sell	7,695 -2,861	-27%	-$141K	0.11%	176
2024 Q4	$510K	Buy	10,556 +74	+0.7%	+$3.7K	0.13%	157
2024 Q3	$530K	Buy	+10,482	New	+$502K	0.13%	162
2024 Q2	–	Sell	-12,438	Closed	-$549K	–	162
2024 Q1	$552K	Buy	12,438 +70	+0.6%	+$2.98K	0.14%	159
2023 Q4	$509K	Buy	12,368 +177	+1%	+$7.05K	0.13%	158
2023 Q3	$478K	Sell	12,191 -1,445	-11%	-$59.6K	0.14%	152
2023 Q2	$564K	Buy	13,636 +134	+1%	+$5.51K	0.17%	136
2023 Q1	$570K	Buy	13,502 +122	+0.9%	+$5.31K	0.18%	131
2022 Q4	$586K	Buy	13,380 +115	+0.9%	+$4.94K	0.22%	99
2022 Q3	$519K	Buy	13,265 +112	+0.9%	+$4.94K	0.21%	98
2022 Q2	$581K	Buy	13,153 +3,595	+38%	+$167K	0.25%	89
2022 Q1	$451K	Buy	9,558 +7,108	+290%	+$324K	0.16%	123
2021 Q4	$111K	Buy	2,450 +22	+0.9%	+$958	0.04%	257
2021 Q3	$103K	Buy	+2,428	New	+$106K	0.04%	238
2020 Q3	–	Sell	-30,802	Closed	-$1.01M	–	142
2020 Q2	$1.01M	Sell	30,802 -1,859	-6%	-$60.5K	0.72%	35
2020 Q1	$980K	Buy	+32,661	New	+$1.28M	0.72%	32

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

EPG Wealth Management's SPHD Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2025, closing a stake of 7,695 shares — an estimated $387K sold.

EPG Wealth Management first reported a position in SPHD in Q1 2020 and held it in 16 quarters. The position peaked at $1.01M in Q2 2020. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

EPG Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 7,695 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $387K.
EPG Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and held it in 16 quarters.
EPG Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.01M in Q2 2020.
339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.