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

Independent Financial Group’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	$298K	Sell	5,862 -94	-2%	-$4.7K	0.01%	1249
2026 Q1	$295K	Buy	5,956 +252	+4%	+$12.7K	0.01%	1168
2025 Q4	$274K	Sell	5,704 -1,376	-19%	-$66.3K	0.01%	1193
2025 Q3	$350K	Buy	7,080 +46	+0.7%	+$2.24K	0.01%	1013
2025 Q2	$335K	Buy	7,034 +46	+0.7%	+$2.17K	0.01%	973
2025 Q1	$351K	Buy	6,988 +27	+0.4%	+$1.33K	0.01%	865
2024 Q4	$336K	Buy	6,961 +193	+3%	+$9.65K	0.01%	859
2024 Q3	$342K	Sell	6,768 -1,077	-14%	-$51.6K	0.01%	818
2024 Q2	$349K	Sell	7,845 -1,156	-13%	-$51K	0.01%	763
2024 Q1	$400K	Sell	9,001 -1,397	-13%	-$59.4K	0.02%	662
2023 Q4	$441K	Sell	10,398 -212	-2%	-$8.44K	0.02%	592
2023 Q3	$416K	Sell	10,610 -3,092	-23%	-$127K	0.03%	550
2023 Q2	$567K	Sell	13,702 -3,821	-22%	-$157K	0.04%	451
2023 Q1	$740K	Sell	17,523 -2,345	-12%	-$102K	0.06%	357
2022 Q4	$871K	Sell	19,868 -185	-0.9%	-$7.95K	0.07%	270
2022 Q3	$784K	Sell	20,053 -1,475	-7%	-$65K	0.07%	280
2022 Q2	$950K	Buy	21,528 +7,257	+51%	+$338K	0.1%	231
2022 Q1	$674K	Buy	14,271 +2,561	+22%	+$117K	0.05%	349
2021 Q4	$530K	Buy	11,710 +4,756	+68%	+$207K	0.04%	407
2021 Q3	$294K	Buy	6,954 +35	+0.5%	+$1.53K	0.03%	530
2021 Q2	$305K	Sell	6,919 -152	-2%	-$6.79K	0.03%	529
2021 Q1	$303K	Buy	7,071 +108	+2%	+$4.34K	0.04%	465
2020 Q4	$262K	Buy	6,963 +777	+13%	+$27.8K	0.04%	456
2020 Q3	$204K	Sell	6,186 -559	-8%	-$18.9K	0.04%	452
2020 Q2	$222K	Sell	6,745 -1,249	-16%	-$40.6K	0.05%	392
2020 Q1	$240K	Buy	+7,994	New	+$313K	0.07%	290

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 Financial Group's SPHD Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.6% in Q2 2026, selling an estimated $4.7K and leaving 5,862 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1249.

Independent Financial Group first reported a position in SPHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $950K in Q2 2022. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Independent Financial Group held 5,862 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $298K as of Q2 2026.
Independent Financial Group sold 94 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $4.7K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1249 holding.
Independent Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $950K in Q2 2022.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.