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

Founders Financial Alliance’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	$36.5K	Buy	717 +400	+126%	+$20K	﹤0.01%	592
2026 Q1	$15.7K	Hold	317	–	–	﹤0.01%	594
2025 Q4	$15.2K	Hold	317	–	–	﹤0.01%	485
2025 Q3	$15.7K	Hold	317	–	–	﹤0.01%	575
2025 Q2	$15.1K	Hold	317	–	–	﹤0.01%	441
2025 Q1	$15.9K	Hold	317	–	–	﹤0.01%	506
2024 Q4	$15.3K	Buy	317 +217	+217%	+$10.9K	﹤0.01%	457
2024 Q3	$5.06K	Sell	100 -24	-19%	-$1.15K	﹤0.01%	528
2024 Q2	$5.51K	Sell	124 -1,211	-91%	-$53.5K	﹤0.01%	507
2024 Q1	$59.3K	Buy	+1,335	New	+$56.8K	0.02%	368

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

Founders Financial Alliance's SPHD Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 126% in Q2 2026, buying an estimated $20K and bringing the position to 717 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Founders Financial Alliance first reported a position in SPHD in Q1 2024 and has held it in 10 quarters since. The position peaked at $59.3K in Q1 2024. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Founders Financial Alliance held 717 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $36.5K as of Q2 2026.
Founders Financial Alliance bought 400 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $20K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #592 holding.
Founders Financial Alliance first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2024 and has held it in 10 quarters since.
Founders Financial Alliance's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $59.3K in Q1 2024.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.