IHT Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

IHT Wealth Management’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	$269K	Buy	+5,297	New	+$265K	0.01%	1051
2023 Q1	–	Sell	-5,169	Closed	-$227K	–	1001
2022 Q4	$227K	Buy	+5,169	New	+$222K	0.01%	776
2020 Q4	–	Sell	-9,928	Closed	-$328K	–	767
2020 Q3	$328K	Buy	9,928 +1,141	+13%	+$38.5K	0.03%	457
2020 Q2	$289K	Sell	8,787 -1,641	-16%	-$53.4K	0.04%	423
2020 Q1	$313K	Sell	10,428 -6,170	-37%	-$242K	0.05%	388
2019 Q4	$731K	Sell	16,598 -7,599	-31%	-$326K	0.09%	262
2019 Q3	$1.03M	Buy	24,197 +1,996	+9%	+$83.3K	0.14%	164
2019 Q2	$935K	Buy	22,201 +5,229	+31%	+$220K	0.14%	168
2019 Q1	$721K	Buy	+16,972	New	+$700K	0.12%	198
2018 Q2	–	Sell	-200	Closed	-$8K	–	1213
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	1246
2017 Q4	$9K	Hold	200	–	–	﹤0.01%	1226
2017 Q3	$8K	Sell	200 -325	-62%	-$13.1K	﹤0.01%	1010
2017 Q2	$13K	Hold	525	–	–	0.01%	897
2017 Q1	$21K	Sell	525 -250	-32%	-$10K	0.01%	654
2016 Q4	$31K	Buy	+775	New	+$29.8K	0.02%	508

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

IHT Wealth Management's SPHD Position: Q2 2026 in Review

IHT Wealth Management opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 5,297 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in SPHD as recently as Q4 2022.

IHT Wealth Management first reported a position in SPHD in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2019. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

IHT Wealth Management held 5,297 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $269K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new IHT Wealth Management position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1051 holding.
IHT Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2016 and has held it in 15 quarters since.
IHT Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.03M in Q3 2019.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.