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

IFP 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	$158K	Buy	3,110 +235	+8%	+$11.7K	﹤0.01%	1671
2026 Q1	$143K	Sell	2,875 -736	-20%	-$37K	﹤0.01%	1595
2025 Q4	$173K	Buy	3,611 +19	+0.5%	+$916	﹤0.01%	1451
2025 Q3	$178K	Buy	3,592 +15	+0.4%	+$731	﹤0.01%	1345
2025 Q2	$170K	Sell	3,577 -235	-6%	-$11.1K	﹤0.01%	1354
2025 Q1	$192K	Sell	3,812 -162	-4%	-$7.97K	0.01%	1197
2024 Q4	$192K	Buy	3,974 +2,136	+116%	+$107K	0.01%	1140
2024 Q3	$92.9K	Sell	1,838 -142	-7%	-$6.8K	﹤0.01%	1440
2024 Q2	$88K	Sell	1,980 -1,379	-41%	-$60.9K	﹤0.01%	1421
2024 Q1	$149K	Sell	3,359 -5,178	-61%	-$220K	0.01%	1132
2023 Q4	$362K	Buy	8,537 +1,231	+17%	+$49K	0.02%	699
2023 Q3	$286K	Sell	7,306 -5,317	-42%	-$219K	0.01%	806
2023 Q2	$522K	Sell	12,623 -3,472	-22%	-$143K	0.02%	633
2023 Q1	$650K	Sell	16,095 -18,870	-54%	-$822K	0.03%	510
2022 Q4	$1.41M	Sell	34,965 -21,130	-38%	-$908K	0.04%	483
2022 Q3	$2.27M	Buy	56,095 +6,983	+14%	+$308K	0.06%	350
2022 Q2	$1.98M	Hold	49,112	–	–	0.06%	346
2022 Q1	$1.98M	Buy	49,112 +46,054	+1,506%	+$2.1M	0.06%	346
2021 Q4	$137K	Buy	3,058 +50	+2%	+$2.18K	﹤0.01%	1132
2021 Q3	$129K	Buy	3,008 +64	+2%	+$2.8K	﹤0.01%	1175
2021 Q2	$129K	Buy	2,944 +350	+13%	+$15.6K	﹤0.01%	1116
2021 Q1	$112K	Buy	2,594 +1,400	+117%	+$56.2K	﹤0.01%	1124
2020 Q4	$45K	Sell	1,194 -404	-25%	-$14.5K	﹤0.01%	1480
2020 Q3	$54K	Buy	1,598 +358	+29%	+$12.1K	﹤0.01%	1260
2020 Q2	$40K	Buy	1,240 +777	+168%	+$25.3K	﹤0.01%	1308
2020 Q1	$14K	Sell	463 -276	-37%	-$10.8K	﹤0.01%	1645
2019 Q4	$32K	Sell	739 -553	-43%	-$23.7K	﹤0.01%	1434
2019 Q3	$56K	Buy	+1,292	New	+$53.9K	﹤0.01%	1318
2019 Q1	$447K	Sell	10,564 -17,524	-62%	-$722K	0.06%	302
2018 Q4	$1.07M	Sell	28,088 -57,900	-67%	-$2.34M	0.07%	338
2018 Q3	$3.56M	Sell	85,988 -5,876	-6%	-$245K	0.15%	160
2018 Q2	$3.77M	Sell	91,864 -15,028	-14%	-$602K	0.16%	151
2018 Q1	$4.54M	Hold	106,892	–	–	0.21%	106
2017 Q4	$4.54M	Buy	106,892 +6,281	+6%	+$263K	0.21%	106
2017 Q3	$4.13M	Sell	100,611 -4,761	-5%	-$192K	0.16%	134
2017 Q2	$4.24M	Buy	105,372 +3,786	+4%	+$152K	0.18%	118
2017 Q1	$4.12M	Buy	101,586 +12,271	+14%	+$493K	0.18%	122
2016 Q4	$3.5M	Buy	89,315 +23,853	+36%	+$916K	0.17%	136
2016 Q3	$2.55M	Buy	65,462 +5,734	+10%	+$224K	0.13%	169
2016 Q2	$2.29M	Buy	59,728 +49,164	+465%	+$1.82M	0.13%	181
2016 Q1	$447K	Buy	10,564 +5,837	+123%	+$199K	0.06%	302
2015 Q4	$158K	Buy	+4,727	New	+$156K	0.01%	948

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

IFP Advisors's SPHD Position: Q2 2026 in Review

IFP Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 8.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,110 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

IFP Advisors first reported a position in SPHD in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.54M in Q1 2018. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

IFP Advisors held 3,110 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $158K as of Q2 2026.
IFP Advisors bought 235 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $11.7K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1671 holding.
IFP Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4.54M in Q1 2018.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.