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

Grant Private 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
2026 Q3	–	Sell	-4,054	Closed	-$206K	–	181
2026 Q2	$206K	Buy	+4,054	New	+$203K	0.09%	157

Other funds holding SPHD

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Grant Private Wealth Management's SPHD Position: Q3 2026 in Review

Grant Private Wealth Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2026, closing a stake of 4,054 shares — an estimated $206K sold.

Grant Private Wealth Management first reported a position in SPHD in Q2 2026 and held it in 1 quarter. The position peaked at $206K in Q2 2026. 164 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Grant Private Wealth Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2026 after selling out during the quarter.
Grant Private Wealth Management sold 4,054 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $206K.
Grant Private Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2026 and held it in 1 quarter.
Grant Private Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $206K in Q2 2026.
164 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.