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

Future Financial 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
2025 Q4	–	Sell	-1,102	Closed	-$54.5K	–	391
2025 Q3	$54.5K	Hold	1,102	–	–	0.03%	242
2025 Q2	$52.4K	Hold	1,102	–	–	0.04%	238
2025 Q1	$55.4K	Hold	1,102	–	–	0.04%	227
2024 Q4	$53.2K	Hold	1,102	–	–	0.04%	231
2024 Q3	$55.7K	Buy	+1,102	New	+$52.8K	0.04%	241
2024 Q2	–	Sell	-1,102	Closed	-$48.9K	–	417
2024 Q1	$48.9K	Buy	+1,102	New	+$46.9K	0.04%	266
2023 Q3	–	Sell	-6,602	Closed	-$273K	–	113
2023 Q2	$273K	Sell	6,602 -6,695	-50%	-$275K	0.29%	83
2023 Q1	$560K	Sell	13,297 -81,147	-86%	-$3.53M	0.62%	46
2022 Q4	$4.14M	Sell	94,444 -1,025	-1%	-$44K	4.71%	2
2022 Q3	$4.21M	Buy	+95,469	New	+$4.21M	4.85%	2
2022 Q2	–	Sell	-702	Closed	-$33K	–	425
2022 Q1	$33K	Hold	702	–	–	0.03%	318
2021 Q4	$32K	Buy	+702	New	+$30.6K	0.03%	329

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Future Financial Wealth Management's SPHD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 1,102 shares — an estimated $54.5K sold.

Future Financial Wealth Management first reported a position in SPHD in Q4 2021 and held it in 12 quarters. The position peaked at $4.21M in Q3 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

Future Financial Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,102 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $54.5K.
Future Financial Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 12 quarters.
Future Financial Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4.21M in Q3 2022.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.