Foguth Wealth Management
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Foguth Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Foguth Wealth Management’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 		$856K Sell
16,911
-1,538
-8% -$79.9K 0.09% 106
2026
Q2 		$967K Sell
18,449
-2,402
-12% -$120K 0.11% 87
2026
Q1 		$1.04M Sell
20,851
-164,655
-89% -$8.29M 0.12% 82
2025
Q4 		$8.95M Buy
+185,506
New +$8.94M 1.39% 24
2025
Q2 		$5.58M Buy
117,235
+106,166
+959% +$5.02M 1.19% 24
2025
Q1 		$556K Buy
+11,069
New +$545K 0.13% 76

Other funds holding SPHD

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Foguth Wealth Management's SPHD Position: Q3 2026 in Review

Foguth Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 8.3% in Q3 2026, selling an estimated $79.9K and leaving 16,911 shares worth $856K. The position accounts for 0.09% of the portfolio, ranked #106.

Foguth Wealth Management first reported a position in SPHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.95M in Q4 2025. 84 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

  • Foguth Wealth Management held 16,911 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $856K as of Q3 2026.
  • Foguth Wealth Management sold 1,538 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $79.9K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.09% of Foguth Wealth Management's portfolio in Q3 2026, its #106 holding.
  • Foguth Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
  • Foguth Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $8.95M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.