GVAG
SPHD icon

Great Valley Advisor Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Great Valley Advisor Group’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 		$229K Buy
+4,507
New +$225K ﹤0.01% 938

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Great Valley Advisor Group's SPHD Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 4,507 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings.

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

  • Great Valley Advisor Group held 4,507 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $229K as of Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Great Valley Advisor Group position in Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #938 holding.
  • 354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.