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

John Overdeck’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	-130,500	Closed	-$6.47M	–	5408
2026 Q1	$6.47M	Buy	130,500 +110,600	+556%	+$5.57M	0.01%	1763
2025 Q4	$955K	Sell	19,900 -674,700	-97%	-$32.5M	﹤0.01%	2947
2025 Q3	$34.3M	Buy	+694,600	New	+$33.9M	0.05%	435
2025 Q2	–	Sell	-31,900	Closed	-$1.6M	–	3517
2025 Q1	$1.6M	Buy	+31,900	New	+$1.57M	﹤0.01%	1882
2024 Q4	–	Sell	-17,300	Closed	-$875K	–	3462
2024 Q3	$875K	Buy	+17,300	New	+$828K	﹤0.01%	2205
2023 Q1	–	Sell	-8,600	Closed	-$377K	–	3188
2022 Q4	$377K	Buy	+8,600	New	+$370K	﹤0.01%	2146
2022 Q3	–	Sell	-24,700	Closed	-$1.09M	–	2801
2022 Q2	$1.09M	Buy	+24,700	New	+$1.15M	﹤0.01%	1500

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

John Overdeck's SPHD Position: Q2 2026 in Review

John Overdeck sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 130,500 shares — an estimated $6.47M sold.

John Overdeck first reported a position in SPHD in Q2 2022 and held it in 7 quarters. The position peaked at $34.3M in Q3 2025. 353 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

John Overdeck reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 130,500 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $6.47M.
John Overdeck first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 7 quarters.
John Overdeck's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $34.3M in Q3 2025.
353 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.