Farmers & Merchants Trust Co of Chambersburg PA’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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	-100	Closed	-$5K	–	410
2025 Q1	$5K	Hold	100	–	–	﹤0.01%	346
2024 Q4	$5K	Hold	100	–	–	﹤0.01%	339
2024 Q3	$5K	Hold	100	–	–	﹤0.01%	327
2024 Q2	$4K	Hold	100	–	–	﹤0.01%	350
2024 Q1	$4K	Hold	100	–	–	﹤0.01%	367
2023 Q4	$4K	Buy	+100	New	+$3.98K	﹤0.01%	390

Other funds holding SPHD

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $3.62B AUM 24.8% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's SPHD Position: Q2 2025 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2025, closing a stake of 100 shares — an estimated $5K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in SPHD in Q4 2023 and held it in 6 quarters. The position peaked at $5K in Q1 2025. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 100 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $5K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and held it in 6 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $5K in Q1 2025.
339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2025, filed 10 Jul 2025.