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

Leelyn Smith’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	–	Sell	-176,553	Closed	-$8.76M	–	164
2026 Q1	$8.76M	Buy	176,553 +7,757	+5%	+$390K	1.23%	18
2025 Q4	$8.1M	Buy	168,796 +3,316	+2%	+$160K	1.17%	18
2025 Q3	$8.18M	Buy	165,480 +5,228	+3%	+$255K	1.23%	15
2025 Q2	$7.62M	Buy	160,252 +3,992	+3%	+$189K	1.25%	13
2025 Q1	$7.85M	Sell	156,260 -974	-0.6%	-$47.9K	1.39%	14
2024 Q4	$7.6M	Sell	157,234 -85	-0.1%	-$4.25K	1.35%	14
2024 Q3	$7.96M	Buy	157,319 +3,315	+2%	+$159K	1.44%	13
2024 Q2	$6.84M	Sell	154,004 -1,205	-0.8%	-$53.2K	1.32%	16
2024 Q1	$6.89M	Buy	155,209 +1,111	+0.7%	+$47.3K	1.38%	15
2023 Q4	$6.54M	Sell	154,098 -9,751	-6%	-$388K	1.43%	13
2023 Q3	$6.42M	Buy	163,849 +5,686	+4%	+$234K	1.57%	10
2023 Q2	$6.54M	Sell	158,163 -5,759	-4%	-$237K	1.58%	12
2023 Q1	$6.92M	Buy	163,922 +3,989	+2%	+$174K	1.77%	10
2022 Q4	$7.01M	Buy	159,933 +13,860	+9%	+$596K	1.93%	10
2022 Q3	$5.71M	Buy	146,073 +4,417	+3%	+$195K	1.97%	10
2022 Q2	$6.25M	Buy	141,656 +5,417	+4%	+$252K	1.62%	13
2022 Q1	$6.43M	Buy	136,239 +5,921	+5%	+$270K	1.68%	12
2021 Q4	$5.9M	Sell	130,318 -547	-0.4%	-$23.8K	1.58%	15
2021 Q3	$5.54M	Buy	130,865 +886	+0.7%	+$38.8K	1.6%	11
2021 Q2	$5.73M	Buy	129,979 +3,745	+3%	+$167K	1.69%	12
2021 Q1	$5.41M	Buy	126,234 +8,475	+7%	+$340K	1.61%	13
2020 Q4	$4.42M	Buy	117,759 +9,944	+9%	+$356K	1.41%	16
2020 Q3	$3.56M	Buy	107,815 +888	+0.8%	+$30K	1.26%	16
2020 Q2	$3.52M	Buy	106,927 +1,902	+2%	+$61.9K	1.45%	12
2020 Q1	$3.15M	Buy	105,025 +15,157	+17%	+$594K	1.68%	8
2019 Q4	$3.96K	Buy	+89,868	New	+$3.85M	1.91%	8

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

Leelyn Smith's SPHD Position: Q2 2026 in Review

Leelyn Smith sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 176,553 shares — an estimated $8.76M sold.

Leelyn Smith first reported a position in SPHD in Q4 2019 and held it in 26 quarters. The position peaked at $8.76M in Q1 2026. 353 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Leelyn Smith reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Leelyn Smith sold 176,553 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $8.76M.
Leelyn Smith first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and held it in 26 quarters.
Leelyn Smith's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $8.76M in Q1 2026.
353 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.