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

Estate Counselors’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	$488K	Sell	9,595 -113,475	-92%	-$5.67M	0.04%	78
2026 Q1	$6.11M	Buy	+123,070	New	+$6.19M	0.54%	22

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

Estate Counselors's SPHD Position: Q2 2026 in Review

Estate Counselors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 92% in Q2 2026, selling an estimated $5.67M and leaving 9,595 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #78.

Estate Counselors first reported a position in SPHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.11M in Q1 2026. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Estate Counselors held 9,595 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $488K as of Q2 2026.
Estate Counselors sold 113,475 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $5.67M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of Estate Counselors's portfolio in Q2 2026, its #78 holding.
Estate Counselors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
Estate Counselors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $6.11M in Q1 2026.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.