Investors Research Corp’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Investors Research Corp’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	$747K	Sell	14,702 -600	-4%	-$30K	0.13%	132
2026 Q1	$759K	Buy	15,302 +8	+0.1%	+$403	0.15%	131
2025 Q4	$734K	Buy	15,294 +6	+0%	+$289	0.13%	142
2025 Q3	$756K	Buy	15,288 +19	+0.1%	+$926	0.14%	150
2025 Q2	$726K	Buy	15,269 +168	+1%	+$7.94K	0.14%	153
2025 Q1	$759K	Buy	15,101 +13	+0.1%	+$640	0.16%	135
2024 Q4	$729K	Sell	15,088 -808	-5%	-$40.4K	0.16%	149
2024 Q3	$804K	Sell	15,896 -10,887	-41%	-$521K	0.18%	141
2024 Q2	$1.19M	Sell	26,783 -1,904	-7%	-$84.1K	0.28%	76
2024 Q1	$1.27M	Buy	28,687 +7	+0%	+$298	0.3%	67
2023 Q4	$1.22M	Sell	28,680 -805	-3%	-$32.1K	0.29%	73
2023 Q3	$1.16M	Sell	29,485 -5,402	-15%	-$223K	0.3%	72
2023 Q2	$1.44M	Buy	34,887 +234	+0.7%	+$9.62K	0.36%	55
2023 Q1	$1.46M	Buy	34,653 +367	+1%	+$16K	0.38%	49
2022 Q4	$1.5M	Buy	34,286 +264	+0.8%	+$11.3K	0.41%	49
2022 Q3	$1.33M	Buy	34,022 +423	+1%	+$18.7K	0.41%	49
2022 Q2	$1.48M	Buy	33,599 +241	+0.7%	+$11.2K	0.45%	44
2022 Q1	$1.57M	Sell	33,358 -135	-0.4%	-$6.15K	0.44%	47
2021 Q4	$1.52M	Buy	33,493 +526	+2%	+$22.9K	0.46%	54
2021 Q3	$1.4M	Buy	32,967 +80	+0.2%	+$3.5K	0.47%	57
2021 Q2	$1.45M	Buy	32,887 +393	+1%	+$17.5K	0.5%	58
2021 Q1	$1.39M	Sell	32,494 -187	-0.6%	-$7.51K	0.52%	36
2020 Q4	$1.23M	Sell	32,681 -88	-0.3%	-$3.15K	0.48%	39
2020 Q3	$1.08M	Sell	32,769 -127	-0.4%	-$4.29K	0.52%	35
2020 Q2	$1.08M	Buy	32,896 +11,353	+53%	+$369K	0.54%	35
2020 Q1	$647K	Buy	21,543 +13,611	+172%	+$533K	0.4%	61
2019 Q4	$349K	Buy	7,932 +4,624	+140%	+$198K	0.16%	194
2019 Q3	$141K	Buy	3,308 +2,440	+281%	+$102K	0.07%	325
2019 Q2	$37K	Buy	+868	New	+$36.5K	0.02%	558

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

Investors Research Corp's SPHD Position: Q2 2026 in Review

Investors Research Corp reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 3.9% in Q2 2026, selling an estimated $30K and leaving 14,702 shares worth $747K. The position accounts for 0.13% of the portfolio, ranked #132.

Investors Research Corp first reported a position in SPHD in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.57M in Q1 2022. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Investors Research Corp held 14,702 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $747K as of Q2 2026.
Investors Research Corp sold 600 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $30K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.13% of Investors Research Corp's portfolio in Q2 2026, its #132 holding.
Investors Research Corp first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2019 and has held it in 29 quarters since.
Investors Research Corp's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.57M in Q1 2022.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.