HBW Advisory Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

HBW Advisory Services’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	$536K	Sell	10,547 -489	-4%	-$24.4K	0.05%	301
2026 Q1	$548K	Sell	11,036 -2,479	-18%	-$125K	0.06%	279
2025 Q4	$649K	Sell	13,515 -528	-4%	-$25.4K	0.07%	247
2025 Q3	$694K	Sell	14,043 -73	-0.5%	-$3.56K	0.08%	220
2025 Q2	$671K	Sell	14,116 -251	-2%	-$11.9K	0.08%	212
2025 Q1	$722K	Sell	14,367 -1,046	-7%	-$51.5K	0.1%	172
2024 Q4	$745K	Sell	15,413 -1,349	-8%	-$67.5K	0.08%	163
2024 Q3	$848K	Sell	16,762 -41	-0.2%	-$1.96K	0.12%	150
2024 Q2	$747K	Sell	16,803 -448	-3%	-$19.8K	0.12%	160
2024 Q1	$732K	Hold	17,251	–	–	0.14%	146
2023 Q4	$732K	Sell	17,251 -552	-3%	-$22K	0.14%	146
2023 Q3	$697K	Sell	17,803 -39,963	-69%	-$1.65M	0.15%	147
2023 Q2	$2.39M	Sell	57,766 -6,447	-10%	-$265K	0.52%	51
2023 Q1	$2.71M	Buy	64,213 +22,976	+56%	+$1M	0.68%	44
2022 Q4	$1.81M	Buy	41,237 +10,193	+33%	+$438K	0.48%	59
2022 Q3	$1.22M	Buy	31,044 +6,453	+26%	+$285K	0.34%	83
2022 Q2	$1.09M	Buy	24,591 +7,430	+43%	+$346K	0.28%	98
2022 Q1	$810K	Sell	17,161 -8,667	-34%	-$395K	0.28%	98
2021 Q4	$1.17M	Sell	25,828 -1,731	-6%	-$75.3K	0.27%	92
2021 Q3	$1.17M	Sell	27,559 -2,681	-9%	-$117K	0.3%	83
2021 Q2	$1.33M	Sell	30,240 -827	-3%	-$36.9K	0.35%	77
2021 Q1	$1.33M	Sell	31,067 -14,121	-31%	-$567K	0.35%	82
2020 Q4	$1.7M	Sell	45,188 -9,631	-18%	-$345K	0.52%	64
2020 Q3	$1.81M	Sell	54,819 -24,062	-31%	-$812K	0.74%	52
2020 Q2	$2.6M	Sell	78,881 -265	-0.3%	-$8.62K	1.21%	20
2020 Q1	$2.49M	Sell	79,146 -11,703	-13%	-$458K	1.8%	14
2019 Q4	$3.96M	Sell	90,849 -1,783	-2%	-$76.4K	2.31%	9
2019 Q3	$3.83M	Buy	+92,632	New	+$3.86M	3.67%	5

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

HBW Advisory Services's SPHD Position: Q2 2026 in Review

HBW Advisory Services reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 4.4% in Q2 2026, selling an estimated $24.4K and leaving 10,547 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #301.

HBW Advisory Services first reported a position in SPHD in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.96M in Q4 2019. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

HBW Advisory Services held 10,547 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $536K as of Q2 2026.
HBW Advisory Services sold 489 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $24.4K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.05% of HBW Advisory Services's portfolio in Q2 2026, its #301 holding.
HBW Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2019 and has held it in 28 quarters since.
HBW Advisory Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.96M in Q4 2019.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.