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 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	-$1.24M	–	198
2021 Q2	$1.24M	Buy	+2,815	New	+$126K	0.1%	107

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Insights's SPHD Position: Q1 2026 in Review

Financial Insights increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 6% in Q1 2026, buying an estimated $35.2K and bringing the position to 12,350 shares worth $613K. The position accounts for 0.2% of the portfolio, ranked #72.

Financial Insights first reported a position in SPHD in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.24M in Q2 2021. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Financial Insights held 12,350 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $613K as of Q1 2026.
Financial Insights bought 700 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $35.2K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.2% of Financial Insights's portfolio in Q1 2026, its #72 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 17 quarters since.
Financial Insights's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.24M in Q2 2021.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.