Harmony Asset Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Harmony Asset 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
2025 Q3	–	Sell	-6,179	Closed	-$294K	–	177
2025 Q2	$294K	Hold	6,179	–	–	0.11%	139
2025 Q1	$310K	Hold	6,179	–	–	0.13%	133
2024 Q4	$299K	Hold	6,179	–	–	0.12%	138
2024 Q3	$312K	Hold	6,179	–	–	0.11%	136
2024 Q2	$275K	Hold	6,179	–	–	0.12%	133
2024 Q1	$274K	Hold	6,179	–	–	0.11%	128
2023 Q4	$262K	Buy	+6,179	New	+$246K	0.11%	116

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Harmony Asset Management's SPHD Position: Q3 2025 in Review

Harmony Asset Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2025, closing a stake of 6,179 shares — an estimated $294K sold.

Harmony Asset Management first reported a position in SPHD in Q4 2023 and held it in 7 quarters. The position peaked at $312K in Q3 2024. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

Harmony Asset Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Harmony Asset Management sold 6,179 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2025, an estimated $294K.
Harmony Asset Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and held it in 7 quarters.
Harmony Asset Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $312K in Q3 2024.
334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Harmony Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.