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

HighTower 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
2026 Q2	$1.36M	Sell	26,782 -5,352	-17%	-$268K	﹤0.01%	2045
2026 Q1	$1.59M	Sell	32,134 -788	-2%	-$39.7K	﹤0.01%	1851
2025 Q4	$1.58M	Sell	32,922 -190	-0.6%	-$9.16K	﹤0.01%	1811
2025 Q3	$1.64M	Sell	33,112 -2,490	-7%	-$121K	﹤0.01%	1760
2025 Q2	$1.69M	Buy	35,602 +446	+1%	+$21.1K	﹤0.01%	1656
2025 Q1	$1.77M	Buy	35,156 +1,008	+3%	+$49.6K	﹤0.01%	1595
2024 Q4	$1.65M	Buy	34,148 +3,480	+11%	+$174K	﹤0.01%	1632
2024 Q3	$1.55M	Sell	30,668 -7,551	-20%	-$362K	﹤0.01%	1664
2024 Q2	$1.7M	Sell	38,219 -47	-0.1%	-$2.08K	﹤0.01%	1540
2024 Q1	$1.7M	Sell	38,266 -3,321	-8%	-$141K	﹤0.01%	1511
2023 Q4	$1.76M	Sell	41,587 -230,072	-85%	-$9.16M	﹤0.01%	1510
2023 Q3	$10.6M	Buy	271,659 +213,133	+364%	+$8.78M	0.02%	642
2023 Q2	$2.42M	Buy	58,526 +4,404	+8%	+$181K	﹤0.01%	1240
2023 Q1	$2.29M	Sell	54,122 -15,117	-22%	-$658K	0.01%	1208
2022 Q4	$3.03M	Buy	69,239 +12,050	+21%	+$518K	0.01%	1059
2022 Q3	$2.25M	Buy	57,189 +9,590	+20%	+$423K	0.01%	1168
2022 Q2	$2.1M	Buy	47,599 +11,286	+31%	+$526K	0.01%	1234
2022 Q1	$1.71M	Buy	36,313 +979	+3%	+$44.6K	﹤0.01%	1464
2021 Q4	$1.6M	Sell	35,334 -1,246	-3%	-$54.2K	﹤0.01%	1485
2021 Q3	$1.55M	Sell	36,580 -346	-0.9%	-$15.1K	﹤0.01%	1413
2021 Q2	$1.63M	Buy	36,926 +5,157	+16%	+$230K	﹤0.01%	1352
2021 Q1	$1.36M	Buy	31,769 +7,201	+29%	+$289K	﹤0.01%	1387
2020 Q4	$925K	Buy	24,568 +2,702	+12%	+$96.7K	﹤0.01%	1304
2020 Q3	$722K	Sell	21,866 -2,706	-11%	-$91.3K	﹤0.01%	1385
2020 Q2	$810K	Sell	24,572 -10,932	-31%	-$356K	﹤0.01%	1212
2020 Q1	$1.07M	Sell	35,504 -6,452	-15%	-$253K	0.01%	975
2019 Q4	$1.85M	Sell	41,956 -224	-0.5%	-$9.6K	0.01%	882
2019 Q3	$1.8M	Sell	42,180 -1,092	-3%	-$45.6K	0.01%	920
2019 Q2	$1.82M	Buy	43,272 +4,064	+10%	+$171K	0.01%	930
2019 Q1	$1.66M	Buy	39,208 +10,498	+37%	+$433K	0.01%	929
2018 Q4	$1.1M	Buy	28,710 +7,620	+36%	+$308K	0.01%	1003
2018 Q3	$875K	Sell	21,090 -1,825	-8%	-$76K	0.01%	1192
2018 Q2	$940K	Sell	22,915 -1,572	-6%	-$62.9K	0.01%	1145
2018 Q1	$969K	Sell	24,487 -5,121	-17%	-$209K	0.01%	1092
2017 Q4	$1.25M	Sell	29,608 -62,616	-68%	-$2.62M	0.01%	1005
2017 Q3	$3.78M	Sell	92,224 -3,867	-4%	-$156K	0.03%	581
2017 Q2	$3.86M	Buy	96,091 +745	+0.8%	+$30K	0.03%	560
2017 Q1	$3.86M	Buy	95,346 +41,908	+78%	+$1.68M	0.04%	524
2016 Q4	$2.1M	Buy	53,438 +3,353	+7%	+$129K	0.02%	687
2016 Q3	$1.95M	Sell	50,085 -2,285	-4%	-$89.4K	0.02%	669
2016 Q2	$2.01M	Sell	52,370 -58,329	-53%	-$2.16M	0.03%	626
2016 Q1	$4.11M	Sell	110,699 -502,832	-82%	-$17.2M	0.01%	457
2015 Q4	$20.5M	Buy	613,531 +582,366	+1,869%	+$19.2M	0.24%	95
2015 Q3	$980K	Buy	+31,165	New	+$999K	0.01%	889

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

HighTower Advisors's SPHD Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 17% in Q2 2026, selling an estimated $268K and leaving 26,782 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

HighTower Advisors first reported a position in SPHD in Q3 2015 and has held it in 44 quarters since. The position peaked at $20.5M in Q4 2015. 231 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

HighTower Advisors held 26,782 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.36M as of Q2 2026.
HighTower Advisors sold 5,352 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $268K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2045 holding.
HighTower Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2015 and has held it in 44 quarters since.
HighTower Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $20.5M in Q4 2015.
231 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.