Grandview Asset Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Grandview Asset 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
2026 Q1	–	Sell	-4,429	Closed	-$213K	–	146
2025 Q4	$213K	Sell	4,429 -42	-0.9%	-$2.02K	0.06%	136
2025 Q3	$221K	Sell	4,471 -333	-7%	-$16.2K	0.06%	137
2025 Q2	$228K	Buy	4,804 +44	+0.9%	+$2.08K	0.07%	121
2025 Q1	$239K	Buy	4,760 +347	+8%	+$17.1K	0.09%	115
2024 Q4	$213K	Buy	+4,413	New	+$221K	0.08%	114
2021 Q2	–	Sell	-267	Closed	-$11K	–	407
2021 Q1	$11K	Buy	+267	New	+$10.7K	0.01%	318

Other funds holding SPHD

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Grandview Asset Management's SPHD Position: Q1 2026 in Review

Grandview Asset Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026, closing a stake of 4,429 shares — an estimated $213K sold.

Grandview Asset Management first reported a position in SPHD in Q1 2021 and held it in 6 quarters. The position peaked at $239K in Q1 2025. 345 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Grandview Asset Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Grandview Asset Management sold 4,429 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $213K.
Grandview Asset Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and held it in 6 quarters.
Grandview Asset Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $239K in Q1 2025.
345 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.