Greenberg Financial Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Greenberg Financial 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
2025 Q4	$1.7M	Buy	+35,468	New	+$1.71M	0.7%	29
2025 Q2	$1.78M	Sell	34,983 -635	-2%	-$30K	0.66%	30
2025 Q1	$1.77M	Buy	+35,618	New	+$1.75M	0.73%	29

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Greenberg Financial Group's SPHD Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025: 35,468 shares worth $1.7M. The stake represents 0.7% of the portfolio and ranks #29 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SPHD as recently as Q2 2025.

Greenberg Financial Group first reported a position in SPHD in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q2 2025. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

Greenberg Financial Group held 35,468 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.7M as of Q4 2025.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Greenberg Financial Group position in Q4 2025.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.7% of Greenberg Financial Group's portfolio in Q4 2025, its #29 holding.
Greenberg Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.78M in Q2 2025.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.