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

Financial Insights’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	$628K	Hold	12,350	–	–	0.17%	78
2026 Q1	$613K	Buy	12,350 +700	+6%	+$35.2K	0.2%	72
2025 Q4	$559K	Buy	11,650 +650	+6%	+$31.3K	0.19%	69
2025 Q3	$544K	Buy	11,000 +85	+0.8%	+$4.14K	0.18%	67
2025 Q2	$519K	Buy	10,915 +100	+0.9%	+$4.73K	0.19%	69
2025 Q1	$543K	Hold	10,815	–	–	0.22%	58
2024 Q4	$522K	Buy	10,815 +650	+6%	+$32.5K	0.19%	64
2024 Q3	$514K	Buy	10,165 +400	+4%	+$19.1K	0.16%	81
2024 Q2	$434K	Hold	9,765	–	–	0.12%	106
2024 Q1	$434K	Buy	9,765 +250	+3%	+$10.6K	0.12%	114
2023 Q4	$404K	Sell	9,515 -1,350	-12%	-$53.8K	0.13%	110
2023 Q3	$413K	Sell	10,865 -400	-4%	-$16.5K	0.15%	103
2023 Q2	$466K	Sell	11,265 -350	-3%	-$14.4K	0.17%	102
2023 Q1	$490K	Sell	11,615 -500	-4%	-$21.8K	0.2%	86
2022 Q4	$531K	Buy	12,115 +1,600	+15%	+$68.7K	0.25%	77
2022 Q3	$411K	Buy	10,515 +5,000	+91%	+$220K	0.28%	73
2022 Q2	$243K	Buy	+5,515	New	+$257K	0.25%	71
2021 Q3	–	Sell	-2,815	Closed	-$124K	–	198
2021 Q2	$124K	Buy	+2,815	New	+$126K	0.1%	107

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 Insights's SPHD Position: Q2 2026 in Review

Financial Insights held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 12,350 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #78.

Financial Insights first reported a position in SPHD in Q2 2021 and has held it in 18 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Financial Insights held 12,350 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $628K as of Q2 2026.
Financial Insights left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.17% of Financial Insights's portfolio in Q2 2026, its #78 holding.
Financial Insights first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2021 and has held it in 18 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.