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

Financial Life Planners’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	$2.11K	Buy	42 +1	+2%	+$50	﹤0.01%	284
2026 Q1	$2.04K	Buy	+41	New	+$2.06K	﹤0.01%	305
2025 Q4	–	Sell	-40	Closed	-$1.98K	–	289
2025 Q3	$1.98K	Buy	+40	New	+$1.95K	﹤0.01%	299
2025 Q1	–	Sell	-39	Closed	-$1.88K	–	333
2024 Q4	$1.88K	Buy	+39	New	+$1.95K	﹤0.01%	333

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 Life Planners's SPHD Position: Q2 2026 in Review

Financial Life Planners increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 2.4% in Q2 2026, buying an estimated $50 and bringing the position to 42 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Financial Life Planners first reported a position in SPHD in Q4 2024 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Financial Life Planners held 42 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.11K as of Q2 2026.
Financial Life Planners bought 1 Invesco S&P 500 High Dividend Low Volatility ETF share in Q2 2026, an estimated $50.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #284 holding.
Financial Life Planners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 4 quarters since.
357 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.