FFA
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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
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return