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

EverSource Wealth 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	$20.3K	Hold	400	–	–	﹤0.01%	2416
2026 Q1	$19.8K	Hold	400	–	–	﹤0.01%	2508
2025 Q4	$19.2K	Hold	400	–	–	﹤0.01%	2409
2025 Q3	$19.8K	Hold	400	–	–	﹤0.01%	2363
2025 Q2	$19K	Hold	400	–	–	﹤0.01%	2337
2025 Q1	$20.1K	Hold	400	–	–	﹤0.01%	1684
2024 Q4	$19.3K	Hold	400	–	–	﹤0.01%	1643
2024 Q3	$20.2K	Hold	400	–	–	﹤0.01%	1479
2024 Q2	$19K	Hold	400	–	–	﹤0.01%	1532
2024 Q1	$17.3K	Hold	400	–	–	﹤0.01%	1430
2023 Q4	$17K	Hold	400	–	–	﹤0.01%	1312
2023 Q3	$15.7K	Hold	400	–	–	﹤0.01%	1222
2023 Q2	$16.5K	Hold	400	–	–	﹤0.01%	1225
2023 Q1	$16.9K	Hold	400	–	–	﹤0.01%	1145
2022 Q4	$17.5K	Buy	+400	New	+$17.2K	﹤0.01%	1103

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

EverSource Wealth Advisors's SPHD Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 400 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

EverSource Wealth Advisors first reported a position in SPHD in Q4 2022 and has held it in 15 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

EverSource Wealth Advisors held 400 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $20.3K as of Q2 2026.
EverSource Wealth Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2416 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.