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

Institute for 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	$29.4K	Buy	+578	New	+$28.9K	﹤0.01%	1017
2020 Q1	–	Sell	-380	Closed	-$17K	–	638
2019 Q4	$17K	Buy	+380	New	+$16.3K	﹤0.01%	573

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Institute for Wealth Management's SPHD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 578 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SPHD as recently as Q4 2019.

Institute for Wealth Management first reported a position in SPHD in Q4 2019 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Institute for Wealth Management held 578 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $29.4K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1017 holding.
Institute for Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and has held it in 2 quarters since.
216 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.