FSAG
SPHD icon

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

Financial Solutions Advisory Group’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 		$1.49M Sell
29,049
-4,912
-14% -$246K 0.19% 56
2026
Q1 		$1.68M Buy
+33,961
New +$1.71M 0.23% 50

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Financial Solutions Advisory Group's SPHD Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 14% in Q2 2026, selling an estimated $246K and leaving 29,049 shares worth $1.49M. The position accounts for 0.19% of the portfolio, ranked #56.

Financial Solutions Advisory Group first reported a position in SPHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.68M in Q1 2026. 95 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Financial Solutions Advisory Group held 29,049 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.49M as of Q2 2026.
  • Financial Solutions Advisory Group sold 4,912 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $246K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.19% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #56 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.68M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.