First Foundation Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

First Foundation Advisors’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	$287K	Buy	5,646 +69	+1%	+$3.45K	0.01%	304
2026 Q1	$277K	Buy	5,577 +69	+1%	+$3.47K	0.01%	298
2025 Q4	$264K	Buy	5,508 +65	+1%	+$3.13K	0.01%	292
2025 Q3	$269K	Buy	5,443 +55	+1%	+$2.68K	0.01%	289
2025 Q2	$256K	Buy	5,388 +49	+0.9%	+$2.32K	0.01%	299
2025 Q1	$268K	Sell	5,339 -1,080	-17%	-$53.2K	0.01%	286
2024 Q4	$310K	Buy	6,419 +47	+0.7%	+$2.35K	0.01%	286
2024 Q3	$322K	Buy	6,372 +544	+9%	+$26K	0.01%	276
2024 Q2	$259K	Buy	5,828 +31	+0.5%	+$1.37K	0.01%	296
2024 Q1	$257K	Sell	5,797 -1	-0%	-$43	0.01%	304
2023 Q4	$246K	Buy	5,798 +1	+0%	+$40	0.01%	309
2023 Q3	$227K	Hold	5,797	–	–	0.01%	372
2023 Q2	$240K	Hold	5,797	–	–	0.01%	358
2023 Q1	$245K	Sell	5,797 -230	-4%	-$10K	0.01%	328
2022 Q4	$264K	Hold	6,027	–	–	0.01%	328
2022 Q3	$236K	Buy	6,027 +230	+4%	+$10.1K	0.01%	322
2022 Q2	$256K	Hold	5,797	–	–	0.01%	333
2022 Q1	$274K	Hold	5,797	–	–	0.01%	350
2021 Q4	$262K	Hold	5,797	–	–	0.01%	363
2021 Q3	$245K	Hold	5,797	–	–	0.01%	383
2021 Q2	$256K	Buy	+5,797	New	+$259K	0.01%	388
2017 Q2	–	Sell	-20,000	Closed	-$810K	–	333
2017 Q1	$810K	Buy	+20,000	New	+$803K	0.05%	155

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

First Foundation Advisors's SPHD Position: Q2 2026 in Review

First Foundation Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.2% in Q2 2026, buying an estimated $3.45K and bringing the position to 5,646 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #304.

First Foundation Advisors first reported a position in SPHD in Q1 2017 and has held it in 22 quarters since. The position peaked at $810K in Q1 2017. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

First Foundation Advisors held 5,646 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $287K as of Q2 2026.
First Foundation Advisors bought 69 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $3.45K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #304 holding.
First Foundation Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2017 and has held it in 22 quarters since.
First Foundation Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $810K in Q1 2017.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.