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

HB Wealth 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
2026 Q2	$540K	Buy	10,614 +21	+0.2%	+$1.05K	﹤0.01%	1062
2026 Q1	$526K	Sell	10,593 -1,373	-11%	-$69.1K	﹤0.01%	960
2025 Q4	$574K	Sell	11,966 -6,844	-36%	-$330K	﹤0.01%	849
2025 Q3	$930K	Buy	18,810 +1,707	+10%	+$83.2K	0.01%	632
2025 Q2	$813K	Sell	17,103 -2,949	-15%	-$139K	0.01%	593
2025 Q1	$1.01M	Buy	20,052 +8,605	+75%	+$424K	0.01%	539
2024 Q4	$553K	Buy	11,447 +16	+0.1%	+$800	0.01%	583
2024 Q3	$578K	Sell	11,431 -236	-2%	-$11.3K	0.01%	541
2024 Q2	$518K	Buy	11,667 +15	+0.1%	+$662	0.01%	537
2024 Q1	$517K	Buy	11,652 +16	+0.1%	+$681	0.01%	494
2023 Q4	$494K	Buy	11,636 +20	+0.2%	+$796	0.01%	471
2023 Q3	$455K	Buy	11,616 +18	+0.2%	+$742	0.01%	459
2023 Q2	$480K	Sell	11,598 -11	-0.1%	-$452	0.01%	427
2023 Q1	$490K	Buy	11,609 +44	+0.4%	+$1.92K	0.01%	417
2022 Q4	$507K	Buy	11,565 +1,520	+15%	+$65.3K	0.01%	391
2022 Q3	$393K	Hold	10,045	–	–	0.01%	385
2022 Q2	$443K	Hold	10,045	–	–	0.01%	369
2022 Q1	$474K	Hold	10,045	–	–	0.01%	356
2021 Q4	$455K	Buy	+10,045	New	+$437K	0.01%	325

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

HB Wealth Management's SPHD Position: Q2 2026 in Review

HB Wealth Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.2% in Q2 2026, buying an estimated $1.05K and bringing the position to 10,614 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

HB Wealth Management first reported a position in SPHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

HB Wealth Management held 10,614 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $540K as of Q2 2026.
HB Wealth Management bought 21 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1.05K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1062 holding.
HB Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.01M in Q1 2025.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.