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 Q3	–	Sell	-3,994	Closed	-$203K	–	355
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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

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

Independent Wealth Network's SPHD Position: Q3 2026 in Review

Independent Wealth Network sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2026, closing a stake of 3,994 shares — an estimated $203K sold.

Independent Wealth Network first reported a position in SPHD in Q1 2025 and held it in 4 quarters. The position peaked at $206K in Q3 2025. 102 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Independent Wealth Network reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2026 after selling out during the quarter.
Independent Wealth Network sold 3,994 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $203K.
Independent Wealth Network first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and held it in 4 quarters.
Independent Wealth Network's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $206K in Q3 2025.
102 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.