Good Life Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Good Life Advisors’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 Q2	$235K	Buy	4,950 +81	+2%	+$3.83K	0.01%	451
2025 Q1	$245K	Buy	+4,869	New	+$240K	0.02%	430
2024 Q4	–	Sell	-5,938	Closed	-$300K	–	578
2024 Q3	$300K	Buy	+5,938	New	+$284K	0.02%	466
2023 Q4	–	Sell	-7,880	Closed	-$309K	–	451
2023 Q3	$309K	Sell	7,880 -936	-11%	-$38.6K	0.04%	306
2023 Q2	$365K	Buy	+8,816	New	+$363K	0.04%	278
2020 Q1	–	Sell	-6,229	Closed	-$274K	–	271
2019 Q4	$274K	Buy	6,229 +1,026	+20%	+$44K	0.08%	201
2019 Q3	$221K	Buy	5,203 +8	+0.2%	+$334	0.07%	217
2019 Q2	$219K	Buy	5,195 +8	+0.2%	+$336	0.06%	221
2019 Q1	$220K	Sell	5,187 -756	-13%	-$31.2K	0.07%	213
2018 Q4	$227K	Buy	+5,943	New	+$240K	0.07%	202

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Good Life Advisors's SPHD Position: Q2 2025 in Review

Good Life Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.7% in Q2 2025, buying an estimated $3.83K and bringing the position to 4,950 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #451.

Good Life Advisors first reported a position in SPHD in Q4 2018 and has held it in 10 quarters since. The position peaked at $365K in Q2 2023. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

Good Life Advisors held 4,950 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $235K as of Q2 2025.
Good Life Advisors bought 81 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $3.83K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Good Life Advisors's portfolio in Q2 2025, its #451 holding.
Good Life Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and has held it in 10 quarters since.
Good Life Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $365K in Q2 2023.
339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.