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

Fortune Financial Group’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 		$2.74M Sell
53,802
-85,766
-61% -$4.29M 2.14% 10
2026
Q1 		$6.92M Buy
139,568
+71,531
+105% +$3.6M 6.23% 4
2025
Q4 		$3.27M Buy
+68,037
New +$3.28M 3.21% 7

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Fortune Financial Group's SPHD Position: Q2 2026 in Review

Fortune Financial Group reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 61% in Q2 2026, selling an estimated $4.29M and leaving 53,802 shares worth $2.74M. The position accounts for 2.14% of the portfolio, ranked #10.

Fortune Financial Group first reported a position in SPHD in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.92M in Q1 2026. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Fortune Financial Group held 53,802 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.74M as of Q2 2026.
  • Fortune Financial Group sold 85,766 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $4.29M.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 2.14% of Fortune Financial Group's portfolio in Q2 2026, its #10 holding.
  • Fortune Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • Fortune Financial Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $6.92M in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.