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

Heritage Wealth Advisors’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	-17	Closed	-$809	–	597
2025 Q2	$809	Buy	+17	New	+$804	﹤0.01%	539
2022 Q3	–	Sell	-618	Closed	-$27K	–	570
2022 Q2	$27K	Buy	+618	New	+$28.8K	﹤0.01%	387

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

Heritage Wealth Advisors's SPHD Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2025, closing a stake of 17 shares — an estimated $809 sold.

Heritage Wealth Advisors first reported a position in SPHD in Q2 2022 and held it in 2 quarters. The position peaked at $27K in Q2 2022. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

Heritage Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 17 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2025, an estimated $809.
Heritage Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 2 quarters.
Heritage Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $27K in Q2 2022.
334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.