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 Q3	$295K	Buy	6,113 +75	+1%	+$3.89K	0.01%	629
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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Focus Financial Network's SPHD Position: Q3 2026 in Review

Focus Financial Network increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.2% in Q3 2026, buying an estimated $3.89K and bringing the position to 6,113 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #629.

Focus Financial Network first reported a position in SPHD in Q2 2019 and has held it in 26 quarters since. The position peaked at $594K in Q4 2023. 72 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Focus Financial Network held 6,113 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $295K as of Q3 2026.
Focus Financial Network bought 75 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $3.89K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #629 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 26 quarters since.
Focus Financial Network's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $594K in Q4 2023.
72 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.