BFC Planning, Inc.’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SPHD
BFC Planning, Inc.'s SPHD Position: Q2 2026 in Review
BFC Planning, Inc. reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.45% in Q2 2026, selling an estimated $250 and leaving 1,112 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.
BFC Planning, Inc. first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q4 2024. 359 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.
- BFC Planning, Inc. held 1,112 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $56.5K as of Q2 2026.
- BFC Planning, Inc. sold 5 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $250.
- Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1490 holding.
- BFC Planning, Inc. first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
- BFC Planning, Inc.'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $107K in Q4 2024.
- 359 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.