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 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

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

Foguth Wealth Management's SPHD Position: Q2 2026 in Review

Foguth Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 12% in Q2 2026, selling an estimated $120K and leaving 18,449 shares worth $967K. The position accounts for 0.11% of the portfolio, ranked #87.

Foguth Wealth Management first reported a position in SPHD in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.95M in Q4 2025. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Foguth Wealth Management held 18,449 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $967K as of Q2 2026.
Foguth Wealth Management sold 2,402 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $120K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.11% of Foguth Wealth Management's portfolio in Q2 2026, its #87 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 5 quarters since.
Foguth Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $8.95M in Q4 2025.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.