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

Jump Financial’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	$7.85M	Buy	+154,491	New	+$7.72M	0.06%	339
2026 Q1	–	Sell	-98,558	Closed	-$4.73M	–	2363
2025 Q4	$4.73M	Buy	+98,558	New	+$4.75M	0.06%	379
2022 Q2	–	Sell	-6,550	Closed	-$309K	–	1998
2022 Q1	$309K	Buy	+6,550	New	+$299K	0.01%	1054

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

Jump Financial's SPHD Position: Q2 2026 in Review

Jump Financial opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 154,491 shares worth $7.85M. The stake represents 0.06% of the portfolio and ranks #339 among its holdings. This is a return to the name: Jump Financial previously reported a position in SPHD as recently as Q4 2025.

Jump Financial first reported a position in SPHD in Q1 2022 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Jump Financial held 154,491 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $7.85M as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Jump Financial position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.06% of Jump Financial's portfolio in Q2 2026, its #339 holding.
Jump Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and has held it in 3 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.