Independent Advisor Alliance’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Independent Advisor Alliance’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	–	Sell	-16,779	Closed	-$832K	–	1547
2026 Q1	$832K	Buy	+16,779	New	+$845K	0.01%	917
2025 Q1	–	Sell	-20,140	Closed	-$973K	–	1290
2024 Q4	$973K	Buy	+20,140	New	+$1.01M	0.01%	736
2020 Q1	–	Sell	-8,460	Closed	-$372K	–	799
2019 Q4	$372K	Buy	+8,460	New	+$363K	0.02%	614

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

Independent Advisor Alliance's SPHD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 16,779 shares — an estimated $832K sold.

Independent Advisor Alliance first reported a position in SPHD in Q4 2019 and held it in 3 quarters. The position peaked at $973K in Q4 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 16,779 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $832K.
Independent Advisor Alliance first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $973K in Q4 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.