Jim Simons’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Jim Simons’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	–	Sell	-16,000	Closed	-$794K	–	3588
2026 Q1	$794K	Buy	+16,000	New	+$805K	﹤0.01%	2388
2025 Q3	–	Sell	-7,700	Closed	-$366K	–	3881
2025 Q2	$366K	Sell	7,700 -35,300	-82%	-$1.67M	﹤0.01%	2975
2025 Q1	$2.16M	Sell	43,000 -21,300	-33%	-$1.05M	﹤0.01%	1951
2024 Q4	$3.11M	Buy	+64,300	New	+$3.22M	﹤0.01%	1752
2024 Q3	–	Sell	-22,600	Closed	-$1M	–	3858
2024 Q2	$1M	Buy	22,600 +100	+0.4%	+$4.42K	﹤0.01%	2320
2024 Q1	$999K	Buy	22,500 +7,800	+53%	+$332K	﹤0.01%	2483
2023 Q4	$623K	Buy	+14,700	New	+$585K	﹤0.01%	2682
2022 Q4	–	Sell	-67,900	Closed	-$2.66M	–	4394
2022 Q3	$2.66M	Buy	67,900 +24,100	+55%	+$1.06M	﹤0.01%	1844
2022 Q2	$1.93M	Sell	43,800 -3,100	-7%	-$144K	﹤0.01%	2214
2022 Q1	$2.21M	Buy	46,900 +24,000	+105%	+$1.09M	﹤0.01%	2168
2021 Q4	$1.04M	Buy	+22,900	New	+$997K	﹤0.01%	2616
2021 Q3	–	Sell	-5,400	Closed	-$238K	–	3819
2021 Q2	$238K	Buy	+5,400	New	+$241K	﹤0.01%	3215
2019 Q2	–	Sell	-12,100	Closed	-$514K	–	3738
2019 Q1	$514K	Buy	+12,100	New	+$499K	﹤0.01%	2915
2018 Q2	–	Sell	-18,000	Closed	-$710K	–	3509
2018 Q1	$710K	Buy	+18,000	New	+$734K	﹤0.01%	2794

Other funds holding SPHD

Brookstone Capital Management Wheaton, Illinois $10B 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

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

Jim Simons's SPHD Position: Q2 2026 in Review

Jim Simons sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 16,000 shares — an estimated $794K sold.

Jim Simons first reported a position in SPHD in Q1 2018 and held it in 14 quarters. The position peaked at $3.11M in Q4 2024. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Jim Simons reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 16,000 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $794K.
Jim Simons first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2018 and held it in 14 quarters.
Jim Simons's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.11M in Q4 2024.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.