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

Evergreen Advisors’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 		– Sell
-54
Closed -$2.68K – 145
2026
Q1 		$2.68K Buy
+54
New +$2.72K ﹤0.01% 140

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Evergreen Advisors's SPHD Position: Q2 2026 in Review

Evergreen Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 54 shares — an estimated $2.68K sold.

Evergreen Advisors first reported a position in SPHD in Q1 2026 and held it in 1 quarter. The position peaked at $2.68K in Q1 2026. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Evergreen Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 54 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.68K.
  • Evergreen Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.68K 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 Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.