Focus Partners Advisor Solutions’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Focus Partners Advisor Solutions’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	$719K	Sell	14,138 -20,407	-59%	-$1.02M	0.01%	685
2026 Q1	$1.71M	Sell	34,545 -3,479	-9%	-$175K	0.02%	390
2025 Q4	$1.83M	Sell	38,024 -31,072	-45%	-$1.5M	0.02%	330
2025 Q3	$3.3M	Buy	69,096 +34,465	+100%	+$1.68M	0.04%	239
2025 Q2	$1.65M	Buy	34,631 +4,335	+14%	+$205K	0.02%	309
2025 Q1	$1.52M	Buy	30,296 +19,694	+186%	+$969K	0.02%	299
2024 Q4	$512K	Sell	10,602 -10,868	-51%	-$544K	0.01%	470
2024 Q3	$1.09M	Buy	21,470 +8,076	+60%	+$387K	0.02%	282
2024 Q2	$595K	Buy	13,394 +2,251	+20%	+$99.4K	0.02%	333
2024 Q1	$495K	Buy	11,143 +5,882	+112%	+$250K	0.01%	364
2023 Q4	$223K	Sell	5,261 -1,634	-24%	-$65.1K	0.01%	379
2023 Q3	$270K	Sell	6,895 -42	-0.6%	-$1.73K	0.01%	363
2023 Q2	$287K	Sell	6,937 -70	-1%	-$2.88K	0.02%	301
2023 Q1	$296K	Buy	+7,007	New	+$305K	0.02%	280

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 Partners Advisor Solutions's SPHD Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 59% in Q2 2026, selling an estimated $1.02M and leaving 14,138 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #685.

Focus Partners Advisor Solutions first reported a position in SPHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.3M in Q3 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Focus Partners Advisor Solutions held 14,138 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $719K as of Q2 2026.
Focus Partners Advisor Solutions sold 20,407 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1.02M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #685 holding.
Focus Partners Advisor Solutions first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2023 and has held it in 14 quarters since.
Focus Partners Advisor Solutions's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.3M in Q3 2025.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.