Financial Discovery Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Financial Discovery Group’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	$1.75M	Buy	34,451 +11,612	+51%	+$580K	3.73%	9
2026 Q1	$1.13M	Buy	+22,839	New	+$1.15M	2.65%	11

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

Financial Discovery Group's SPHD Position: Q2 2026 in Review

Financial Discovery Group increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 51% in Q2 2026, buying an estimated $580K and bringing the position to 34,451 shares worth $1.75M. The position accounts for 3.73% of the portfolio, ranked #9.

Financial Discovery Group first reported a position in SPHD in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Financial Discovery Group held 34,451 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.75M as of Q2 2026.
Financial Discovery Group bought 11,612 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $580K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 3.73% of Financial Discovery Group's portfolio in Q2 2026, its #9 holding.
Financial Discovery Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
353 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Financial Discovery Group's 13F filing for Q2 2026, filed 23 Jul 2026.