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 Q3	$94K	Hold	1,952	–	–	0.03%	162
2026 Q2	$99.2K	Sell	1,952 -120	-6%	-$6K	0.05%	39
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	$100K	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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFS Advisors's SPHD Position: Q3 2026 in Review

IFS Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 1,952 shares worth $94K. The position accounts for 0.03% of the portfolio, ranked #162.

IFS Advisors first reported a position in SPHD in Q4 2020 and has held it in 21 quarters since. The position peaked at $103K in Q1 2026. 55 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

IFS Advisors held 1,952 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $94K as of Q3 2026.
IFS Advisors left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of IFS Advisors's portfolio in Q3 2026, its #162 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 21 quarters since.
IFS Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $103K in Q1 2026.
55 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.