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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Farther Finance Advisors's SPHD Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 215% in Q2 2026, buying an estimated $1.36M and bringing the position to 39,715 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #738.

Farther Finance Advisors first reported a position in SPHD in Q4 2022 and has held it in 15 quarters since. 58 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Farther Finance Advisors held 39,715 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.02M as of Q2 2026.
  • Farther Finance Advisors bought 27,109 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1.36M.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #738 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 15 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.