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

Farther Finance 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
Q3 		$2.02M Buy
41,878
+2,163
+5% +$112K 0.01% 767
2026
Q2 		$2.02M Buy
39,715
+27,109
+215% +$1.36M 0.02% 738
2026
Q1 		$623K Buy
12,606
+5
+0% +$252 0.01% 1250
2025
Q4 		$605K Buy
12,601
+1,136
+10% +$54.7K 0.01% 1184
2025
Q3 		$567K Buy
11,465
+2,353
+26% +$115K 0.01% 1014
2025
Q2 		$433K Sell
9,112
-834
-8% -$39.4K 0.01% 981
2025
Q1 		$497K Buy
9,946
+63
+0.6% +$3.1K 0.01% 789
2024
Q4 		$477K Sell
9,883
-1,066
-10% -$53.3K 0.02% 608
2024
Q3 		$553K Buy
10,949
+1,901
+21% +$91K 0.02% 550
2024
Q2 		$399K Buy
9,048
+2,781
+44% +$123K 0.02% 567
2024
Q1 		$277K Buy
6,267
+1,313
+27% +$55.9K 0.02% 578
2023
Q4 		$210K Sell
4,954
-3,643
-42% -$145K 0.02% 539
2023
Q3 		$337K Sell
8,597
-957
-10% -$39.4K 0.05% 274
2023
Q2 		$395K Sell
9,554
-804
-8% -$33.1K 0.09% 192
2023
Q1 		$437K Buy
10,358
+9,785
+1,708% +$426K 0.13% 155
2022
Q4 		$25.1K Buy
+573
New +$24.6K 0.01% 660

Other funds holding SPHD

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Farther Finance Advisors's SPHD Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 5.4% in Q3 2026, buying an estimated $112K and bringing the position to 41,878 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #767.

Farther Finance Advisors first reported a position in SPHD in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q2 2026. 16 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

  • Farther Finance Advisors held 41,878 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.02M as of Q3 2026.
  • Farther Finance Advisors bought 2,163 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $112K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #767 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.02M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.