Guardian Wealth Advisors (North Carolina)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,375	Closed	-$68.2K	–	564
2026 Q1	$68.2K	Buy	+1,375	New	+$69.2K	﹤0.01%	426
2025 Q3	–	Sell	-1,375	Closed	-$65.4K	–	518
2025 Q2	$65.4K	Hold	1,375	–	–	﹤0.01%	385
2025 Q1	$69.1K	Hold	1,375	–	–	0.01%	365
2024 Q4	$66.4K	Hold	1,375	–	–	0.01%	354
2024 Q3	$69.5K	Hold	1,375	–	–	0.01%	298
2024 Q2	$61.1K	Hold	1,375	–	–	0.01%	291
2024 Q1	$61K	Hold	1,375	–	–	0.01%	306
2023 Q4	$58.3K	Hold	1,375	–	–	0.01%	291
2023 Q3	$53.9K	Hold	1,375	–	–	0.01%	285
2023 Q2	$56.9K	Hold	1,375	–	–	0.01%	271
2023 Q1	$58K	Hold	1,375	–	–	0.01%	260
2022 Q4	$60.3K	Buy	1,375 +175	+15%	+$7.52K	0.01%	247
2022 Q3	$47K	Buy	+1,200	New	+$52.9K	0.01%	235

Other funds holding SPHD

BCM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Guardian Wealth Advisors (North Carolina)'s SPHD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 1,375 shares — an estimated $68.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPHD in Q3 2022 and held it in 13 quarters. The position peaked at $69.5K in Q3 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,375 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $68.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and held it in 13 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $69.5K in Q3 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.