HBW
SPHD icon

Hazlett, Burt & Watson’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Hazlett, Burt & Watson’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
Q1 		$33K Hold
670
– – 0.01% 522
2025
Q4 		$32K Hold
670
– – 0.01% 522
2025
Q3 		$33K Hold
670
– – 0.01% 485
2025
Q2 		$32K Hold
670
– – 0.01% 438
2025
Q1 		$34K Hold
670
– – 0.02% 414
2024
Q4 		$32K Hold
670
– – 0.01% 414
2024
Q3 		$34K Hold
670
– – 0.02% 404
2024
Q2 		$30K Hold
670
– – 0.02% 403
2024
Q1 		$30K Hold
670
– – 0.02% 391
2023
Q4 		$28K Hold
670
– – 0.02% 382
2023
Q3 		$26K Hold
670
– – 0.02% 382
2023
Q2 		$28K Hold
670
– – 0.02% 376
2023
Q1 		$28K Hold
670
– – 0.02% 353
2022
Q4 		$29K Hold
670
– – 0.03% 336
2022
Q3 		$26K Buy
+670
New +$29.5K 0.03% 344

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return