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

JPL 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
Q1 		$4.76K Buy
+96
New +$4.83K ﹤0.01% 708
2025
Q4 		– Sell
-96
Closed -$4.75K – 980
2025
Q3 		$4.75K Buy
+96
New +$4.68K ﹤0.01% 676

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JPL Wealth Management's SPHD Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026: 96 shares worth $4.76K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SPHD as recently as Q3 2025.

JPL Wealth Management first reported a position in SPHD in Q3 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

  • JPL Wealth Management held 96 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $4.76K as of Q1 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new JPL Wealth Management position in Q1 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #708 holding.
  • JPL Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.