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

Focus Financial Network’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	$307K	Buy	6,038 +95	+2%	+$4.75K	0.01%	615
2026 Q1	$295K	Buy	5,943 +72	+1%	+$3.62K	0.01%	603
2025 Q4	$282K	Buy	5,871 +71	+1%	+$3.42K	0.01%	607
2025 Q3	$287K	Buy	5,800 +56	+1%	+$2.73K	0.01%	617
2025 Q2	$273K	Buy	5,744 +55	+1%	+$2.6K	0.01%	600
2025 Q1	$286K	Buy	5,689 +47	+0.8%	+$2.31K	0.01%	566
2024 Q4	$273K	Buy	5,642 +46	+0.8%	+$2.3K	0.01%	578
2024 Q3	$283K	Buy	5,596 +46	+0.8%	+$2.2K	0.01%	564
2024 Q2	$260K	Buy	5,550 +51	+0.9%	+$2.25K	0.01%	566
2024 Q1	$234K	Sell	5,499 -8,511	-61%	-$362K	0.01%	567
2023 Q4	$594K	Buy	14,010 +8,635	+161%	+$344K	0.02%	419
2023 Q3	$211K	Buy	5,375 +65	+1%	+$2.68K	0.01%	548
2023 Q2	$220K	Buy	5,310 +59	+1%	+$2.43K	0.01%	537
2023 Q1	$222K	Buy	5,251 +53	+1%	+$2.31K	0.01%	518
2022 Q4	$228K	Buy	5,198 +50	+1%	+$2.15K	0.02%	427
2022 Q3	$201K	Buy	5,148 +67	+1%	+$2.95K	0.02%	459
2022 Q2	$224K	Buy	5,081 +114	+2%	+$5.31K	0.02%	449
2022 Q1	$234K	Sell	4,967 -4,145	-45%	-$189K	0.02%	461
2021 Q4	$413K	Buy	9,112 +647	+8%	+$28.2K	0.06%	246
2021 Q3	$358K	Buy	8,465 +300	+4%	+$13.1K	0.05%	314
2021 Q2	$360K	Buy	8,165 +100	+1%	+$4.46K	0.05%	316
2021 Q1	$346K	Buy	+8,065	New	+$324K	0.04%	318
2020 Q1	–	Sell	-5,784	Closed	-$255K	–	416
2019 Q4	$255K	Buy	5,784 +61	+1%	+$2.61K	0.03%	348
2019 Q3	$244K	Sell	5,723 -382	-6%	-$15.9K	0.03%	336
2019 Q2	$257K	Buy	+6,105	New	+$257K	0.04%	317

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

Focus Financial Network's SPHD Position: Q2 2026 in Review

Focus Financial Network increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.6% in Q2 2026, buying an estimated $4.75K and bringing the position to 6,038 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #615.

Focus Financial Network first reported a position in SPHD in Q2 2019 and has held it in 25 quarters since. The position peaked at $594K in Q4 2023. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Focus Financial Network held 6,038 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $307K as of Q2 2026.
Focus Financial Network bought 95 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $4.75K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #615 holding.
Focus Financial Network first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2019 and has held it in 25 quarters since.
Focus Financial Network's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $594K in Q4 2023.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.