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Financial Advocates Investment Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-12,692
Closed -$604K – 522
2025
Q2 		$604K Sell
12,692
-265
-2% -$12.5K 0.05% 321
2025
Q1 		$651K Buy
12,957
+107
+0.8% +$5.27K 0.05% 371
2024
Q4 		$621K Buy
12,850
+1,208
+10% +$60.4K 0.04% 398
2024
Q3 		$589K Buy
11,642
+184
+2% +$8.81K 0.03% 415
2024
Q2 		$509K Sell
11,458
-159
-1% -$7.02K 0.03% 430
2024
Q1 		$516K Buy
11,617
+289
+3% +$12.3K 0.03% 452
2023
Q4 		$480K Buy
11,328
+198
+2% +$7.88K 0.03% 437
2023
Q3 		$436K Sell
11,130
-55
-0.5% -$2.27K 0.03% 447
2023
Q2 		$462K Buy
11,185
+695
+7% +$28.6K 0.03% 422
2023
Q1 		$443K Buy
10,490
+1,785
+21% +$77.7K 0.03% 453
2022
Q4 		$382K Buy
8,705
+1,469
+20% +$63.1K 0.03% 508
2022
Q3 		$283K Buy
+7,236
New +$319K 0.02% 566
2022
Q2 		– Sell
-27,934
Closed -$1.32M – 784
2022
Q1 		$1.32M Buy
+27,934
New +$1.27M 0.09% 248
2021
Q4 		– Sell
-7,665
Closed -$537K – 813
2021
Q3 		$537K Sell
7,665
-10,140
-57% -$444K 0.04% 462
2021
Q2 		$784K Sell
17,805
-12,631
-42% -$564K 0.05% 371
2021
Q1 		$933K Buy
+30,436
New +$1.22M 0.07% 333
2020
Q4 		– Sell
-11,039
Closed -$365K – 746
2020
Q3 		$365K Buy
+11,039
New +$372K 0.03% 434
2018
Q1 		– Sell
-11,525
Closed -$489K – 531
2017
Q4 		$489K Buy
+11,525
New +$483K 0.07% 256

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's SPHD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2025, closing a stake of 12,692 shares — an estimated $604K sold.

Financial Advocates Investment Management first reported a position in SPHD in Q4 2017 and held it in 18 quarters. The position peaked at $1.32M in Q1 2022. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,692 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2025, an estimated $604K.
  • Financial Advocates Investment Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and held it in 18 quarters.
  • Financial Advocates Investment Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.32M in Q1 2022.
  • 334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.