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

JFS Wealth Advisors’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 		$73.6K Buy
1,528
+42
+3% +$2.18K ﹤0.01% 470
2026
Q2 		$75.5K Buy
+1,486
New +$74.3K ﹤0.01% 471

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Madrid Financial Services
Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

JFS Wealth Advisors's SPHD Position: Q3 2026 in Review

JFS Wealth Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 2.8% in Q3 2026, buying an estimated $2.18K and bringing the position to 1,528 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

JFS Wealth Advisors first reported a position in SPHD in Q2 2026 and has held it in 2 quarters since. The position peaked at $75.5K in Q2 2026. 183 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

  • JFS Wealth Advisors held 1,528 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $73.6K as of Q3 2026.
  • JFS Wealth Advisors bought 42 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $2.18K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #470 holding.
  • JFS Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $75.5K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.