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 Q2	$206K	Buy	+4,054	New	+$203K	0.09%	157

Other funds holding SPHD

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Grant Private Wealth Management's SPHD Position: Q2 2026 in Review

Grant Private Wealth Management opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 4,054 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #157 among its holdings.

58 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Grant Private Wealth Management held 4,054 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $206K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Grant Private Wealth Management position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.09% of Grant Private Wealth Management's portfolio in Q2 2026, its #157 holding.
58 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.