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

IFS 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 Q1	$103K	Hold	2,072	–	–	0.05%	38
2025 Q4	$99.5K	Hold	2,072	–	–	0.05%	31
2025 Q3	$102K	Hold	2,072	–	–	0.06%	30
2025 Q2	$98.5K	Buy	2,072 +85	+4%	+$4.02K	0.07%	24
2025 Q1	$99.8K	Hold	1,987	–	–	0.08%	26
2024 Q4	$96K	Hold	1,987	–	–	0.08%	24
2024 Q3	$100K	Sell	1,987 -103	-5%	-$4.93K	0.08%	21
2024 Q2	$92.9K	Hold	2,090	–	–	0.08%	20
2024 Q1	$92.8K	Hold	2,090	–	–	0.08%	19
2023 Q4	$88.6K	Hold	2,090	–	–	0.11%	18
2023 Q3	$81.9K	Hold	2,090	–	–	0.15%	17
2023 Q2	$86.4K	Hold	2,090	–	–	0.21%	14
2023 Q1	$88.2K	Hold	2,090	–	–	0.36%	12
2022 Q4	$91.6K	Hold	2,090	–	–	0.16%	15
2022 Q3	$81K	Hold	2,090	–	–	0.15%	16
2022 Q2	$92K	Hold	2,090	–	–	0.24%	12
2022 Q1	$98K	Hold	2,090	–	–	0.09%	17
2021 Q4	$94K	Buy	+2,090	New	+$91K	0.07%	30
2021 Q1	–	Sell	-2,090	Closed	-$78K	–	128
2020 Q4	$78K	Buy	+2,090	New	+$74.8K	0.06%	31

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFS Advisors's SPHD Position: Q1 2026 in Review

IFS Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q1 2026 at 2,072 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #38.

IFS Advisors first reported a position in SPHD in Q4 2020 and has held it in 19 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

IFS Advisors held 2,072 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $103K as of Q1 2026.
IFS Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.05% of IFS Advisors's portfolio in Q1 2026, its #38 holding.
IFS Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and has held it in 19 quarters since.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.