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

Independent Wealth Network’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	$203K	Buy	+3,994	New	+$200K	0.05%	322
2026 Q1	–	Sell	-4,222	Closed	-$203K	–	341
2025 Q4	$203K	Buy	4,222 +48	+1%	+$2.31K	0.06%	273
2025 Q3	$206K	Buy	+4,174	New	+$204K	0.07%	261
2025 Q2	–	Sell	-4,036	Closed	-$203K	–	261
2025 Q1	$203K	Buy	+4,036	New	+$199K	0.08%	228

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 Wealth Network's SPHD Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 3,994 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #322 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in SPHD as recently as Q4 2025.

Independent Wealth Network first reported a position in SPHD in Q1 2025 and has held it in 4 quarters since. The position peaked at $206K in Q3 2025. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Independent Wealth Network held 3,994 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $203K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Independent Wealth Network position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #322 holding.
Independent Wealth Network first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 4 quarters since.
Independent Wealth Network's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $206K in Q3 2025.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.