Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-4,445
Closed -$211K – 1478
2025
Q2 		$211K Buy
+4,445
New +$210K ﹤0.01% 1268

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's SPHD Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2025, closing a stake of 4,445 shares — an estimated $211K sold.

Kovitz Investment Group Partners first reported a position in SPHD in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,445 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2025, an estimated $211K.
  • Kovitz Investment Group Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $211K in Q2 2025.
  • 334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.