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

Financial Perspectives’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	$62.3K	Hold	1,226	–	–	0.02%	300
2026 Q1	$60.8K	Hold	1,226	–	–	0.02%	285
2025 Q4	$58.8K	Hold	1,226	–	–	0.02%	285
2025 Q3	$60.6K	Hold	1,226	–	–	0.02%	284
2025 Q2	$58.3K	Hold	1,226	–	–	0.02%	282
2025 Q1	$61.6K	Hold	1,226	–	–	0.02%	271
2024 Q4	$59.2K	Hold	1,226	–	–	0.02%	278
2024 Q3	$62K	Hold	1,226	–	–	0.02%	263
2024 Q2	$54.5K	Hold	1,226	–	–	0.02%	269
2024 Q1	$54.4K	Hold	1,226	–	–	0.02%	272
2023 Q4	$52K	Hold	1,226	–	–	0.02%	265
2023 Q3	$48K	Hold	1,226	–	–	0.02%	259
2023 Q2	$50.7K	Hold	1,226	–	–	0.02%	262
2023 Q1	$51.7K	Hold	1,226	–	–	0.02%	256
2022 Q4	$53.7K	Hold	1,226	–	–	0.03%	241
2022 Q3	$47.9K	Hold	1,226	–	–	0.03%	239
2022 Q2	$54.1K	Hold	1,226	–	–	0.03%	230
2022 Q1	$57.9K	Hold	1,226	–	–	0.03%	241
2021 Q4	$55.5K	Hold	1,226	–	–	0.03%	231
2021 Q3	$51.9K	Hold	1,226	–	–	0.03%	235
2021 Q2	$54K	Hold	1,226	–	–	0.03%	251
2021 Q1	$52.6K	Hold	1,226	–	–	0.03%	240
2020 Q4	$46.1K	Hold	1,226	–	–	0.03%	236
2020 Q3	$40.4K	Hold	1,226	–	–	0.03%	221
2020 Q2	$40.4K	Hold	1,226	–	–	0.03%	207
2020 Q1	$36.8K	Hold	1,226	–	–	0.03%	185
2019 Q4	$54K	Buy	+1,226	New	+$52.5K	0.04%	170

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 Perspectives's SPHD Position: Q2 2026 in Review

Financial Perspectives held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 1,226 shares worth $62.3K. The position accounts for 0.02% of the portfolio, ranked #300.

Financial Perspectives first reported a position in SPHD in Q4 2019 and has held it in 27 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Financial Perspectives held 1,226 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $62.3K as of Q2 2026.
Financial Perspectives 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 0.02% of Financial Perspectives's portfolio in Q2 2026, its #300 holding.
Financial Perspectives first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and has held it in 27 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 Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.