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

Kerr Financial Planning’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	$2.93K	Sell	58 -20	-26%	-$1K	﹤0.01%	456
2026 Q1	$3.83K	Sell	78 -73	-48%	-$3.67K	﹤0.01%	432
2025 Q4	$7.53K	Buy	151 +76	+101%	+$3.66K	0.01%	389
2025 Q3	$3.62K	Buy	+75	New	+$3.66K	0.01%	438

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

Kerr Financial Planning's SPHD Position: Q2 2026 in Review

Kerr Financial Planning reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 26% in Q2 2026, selling an estimated $1K and leaving 58 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Kerr Financial Planning first reported a position in SPHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.53K in Q4 2025. 353 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Kerr Financial Planning held 58 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.93K as of Q2 2026.
Kerr Financial Planning sold 20 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #456 holding.
Kerr Financial Planning first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $7.53K in Q4 2025.
353 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.