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

Key Financial Inc’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 Q3	$12.9K	Hold	268	–	–	﹤0.01%	807
2026 Q2	$13.6K	Hold	268	–	–	﹤0.01%	801
2026 Q1	$13.3K	Sell	268 -232	-46%	-$11.7K	﹤0.01%	811
2025 Q4	$24K	Hold	500	–	–	﹤0.01%	680
2025 Q3	$24.9K	Hold	500	–	–	﹤0.01%	670
2025 Q2	$23.8K	Hold	500	–	–	﹤0.01%	653
2025 Q1	$25.1K	Hold	500	–	–	0.01%	610
2024 Q4	$24.2K	Hold	500	–	–	0.01%	610
2024 Q3	$25.3K	Hold	500	–	–	0.01%	600
2024 Q2	$22.2K	Hold	500	–	–	0.01%	617
2024 Q1	$22.2K	Hold	500	–	–	0.01%	587
2023 Q4	$21.2K	Hold	500	–	–	0.01%	575
2023 Q3	$19.6K	Hold	500	–	–	0.01%	573
2023 Q2	$20.7K	Buy	+500	New	+$20.6K	0.01%	569

Other funds holding SPHD

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

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Key Financial Inc's SPHD Position: Q3 2026 in Review

Key Financial Inc held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 268 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Key Financial Inc first reported a position in SPHD in Q2 2023 and has held it in 14 quarters since. The position peaked at $25.3K in Q3 2024. 132 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Key Financial Inc held 268 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $12.9K as of Q3 2026.
Key Financial Inc left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #807 holding.
Key Financial Inc first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2023 and has held it in 14 quarters since.
Key Financial Inc's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $25.3K in Q3 2024.
132 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.