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

Financial Freedom LLC’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	–	Sell	-763	Closed	-$37.9K	–	344
2026 Q1	$37.9K	Buy	763 +5	+0.7%	+$252	0.02%	185
2025 Q4	$36.4K	Buy	758 +6	+0.8%	+$289	0.02%	182
2025 Q3	$37.2K	Buy	752 +4	+0.5%	+$195	0.02%	183
2025 Q2	$35.5K	Buy	748 +5	+0.7%	+$236	0.02%	184
2025 Q1	$37.3K	Buy	743 +3	+0.4%	+$148	0.02%	181
2024 Q4	$35.7K	Buy	740 +4	+0.5%	+$200	0.02%	178
2024 Q3	$37.2K	Buy	736 +4	+0.5%	+$192	0.02%	176
2024 Q2	$32.5K	Buy	732 +4	+0.5%	+$177	0.02%	186
2024 Q1	$32.3K	Buy	728 +4	+0.6%	+$170	0.02%	184
2023 Q4	$30.7K	Buy	724 +6	+0.8%	+$239	0.02%	185
2023 Q3	$28.2K	Buy	718 +5	+0.7%	+$206	0.02%	187
2023 Q2	$29.5K	Buy	713 +4	+0.6%	+$165	0.02%	185
2023 Q1	$29.9K	Buy	709 +5	+0.7%	+$218	0.02%	180
2022 Q4	$30.9K	Buy	+704	New	+$30.2K	0.02%	174

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 Freedom LLC's SPHD Position: Q2 2026 in Review

Financial Freedom LLC sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 763 shares — an estimated $37.9K sold.

Financial Freedom LLC first reported a position in SPHD in Q4 2022 and held it in 14 quarters. The position peaked at $37.9K in Q1 2026. 357 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Financial Freedom LLC reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 763 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $37.9K.
Financial Freedom LLC first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $37.9K in Q1 2026.
357 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.