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

Kingsview 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 Q2	$476K	Sell	9,354 -455	-5%	-$22.7K	0.01%	1005
2026 Q1	$487K	Buy	9,809 +5,569	+131%	+$280K	0.01%	908
2025 Q4	$204K	Sell	4,240 -2,104	-33%	-$101K	﹤0.01%	1173
2025 Q3	$314K	Sell	6,344 -2,730	-30%	-$133K	﹤0.01%	944
2025 Q2	$432K	Sell	9,074 -3,268	-26%	-$154K	0.01%	822
2025 Q1	$620K	Sell	12,342 -68,180	-85%	-$3.36M	0.01%	663
2024 Q4	$3.89M	Buy	80,522 +76,080	+1,713%	+$3.8M	0.08%	245
2024 Q3	$225K	Buy	+4,442	New	+$213K	﹤0.01%	993
2022 Q4	–	Sell	-7,299	Closed	-$285K	–	902
2022 Q3	$285K	Buy	7,299 +16	+0.2%	+$706	0.01%	657
2022 Q2	$321K	Sell	7,283 -653	-8%	-$30.4K	0.02%	651
2022 Q1	$375K	Buy	7,936 +1,383	+21%	+$63K	0.02%	640
2021 Q4	$297K	Sell	6,553 -12	-0.2%	-$522	0.01%	734
2021 Q3	$278K	Sell	6,565 -80	-1%	-$3.5K	0.01%	706
2021 Q2	$295K	Hold	6,645	–	–	0.01%	704
2021 Q1	$286K	Sell	6,645 -22	-0.3%	-$883	0.02%	661
2020 Q4	$251K	Sell	6,667 -1,209	-15%	-$43.3K	0.02%	591
2020 Q3	$260K	Sell	7,876 -1,999	-20%	-$67.5K	0.02%	511
2020 Q2	$325K	Sell	9,875 -790	-7%	-$25.7K	0.03%	423
2020 Q1	$320K	Buy	+10,665	New	+$418K	0.04%	344
2018 Q1	–	Sell	-5,809	Closed	-$246K	–	420
2017 Q4	$246K	Sell	5,809 -182	-3%	-$7.62K	0.09%	269
2017 Q3	$246K	Sell	5,991 -375	-6%	-$15.1K	0.11%	235
2017 Q2	$256K	Sell	6,366 -929	-13%	-$37.4K	0.13%	205
2017 Q1	$296K	Buy	+7,295	New	+$293K	0.18%	176

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

Kingsview Wealth Management's SPHD Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 4.6% in Q2 2026, selling an estimated $22.7K and leaving 9,354 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #1005.

Kingsview Wealth Management first reported a position in SPHD in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.89M in Q4 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Kingsview Wealth Management held 9,354 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $476K as of Q2 2026.
Kingsview Wealth Management sold 455 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $22.7K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1005 holding.
Kingsview Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2017 and has held it in 23 quarters since.
Kingsview Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.89M in Q4 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.