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

Horizon Investments’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	$45.2K	Sell	893 -1,273	-59%	-$63.6K	﹤0.01%	1151
2026 Q1	$107K	Buy	2,166 +1,033	+91%	+$52K	﹤0.01%	1073
2025 Q4	$54.2K	Buy	1,133 +244	+27%	+$11.8K	﹤0.01%	1121
2025 Q3	$43.8K	Buy	+889	New	+$43.3K	﹤0.01%	1002
2018 Q2	–	Sell	-76,930	Closed	-$3.03M	–	275
2018 Q1	$3.03M	Sell	76,930 -108,701	-59%	-$4.43M	0.13%	47
2017 Q4	$7.35M	Sell	185,631 -224,087	-55%	-$9.39M	0.46%	29
2017 Q3	$16.2M	Buy	409,718 +45,654	+13%	+$1.84M	0.93%	25
2017 Q2	$14.4M	Buy	364,064 +34,477	+10%	+$1.39M	0.86%	28
2017 Q1	$13.4M	Buy	329,587 +33,984	+11%	+$1.37M	0.89%	22
2016 Q4	$11.6M	Sell	295,603 -19,830	-6%	-$761K	0.8%	20
2016 Q3	$12.3M	Buy	315,433 +138,654	+78%	+$5.42M	0.84%	23
2016 Q2	$6.76M	Buy	+176,779	New	+$6.55M	0.51%	24

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

Horizon Investments's SPHD Position: Q2 2026 in Review

Horizon Investments reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 59% in Q2 2026, selling an estimated $63.6K and leaving 893 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Horizon Investments first reported a position in SPHD in Q2 2016 and has held it in 12 quarters since. The position peaked at $16.2M in Q3 2017. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Horizon Investments held 893 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $45.2K as of Q2 2026.
Horizon Investments sold 1,273 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $63.6K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1151 holding.
Horizon Investments first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2016 and has held it in 12 quarters since.
Horizon Investments's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $16.2M in Q3 2017.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.