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

Lido Advisors’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	$263K	Buy	5,173 +607	+13%	+$30.3K	﹤0.01%	1814
2026 Q1	$227K	Buy	+4,566	New	+$230K	﹤0.01%	1719
2025 Q2	–	Sell	-4,677	Closed	-$235K	–	1746
2025 Q1	$235K	Buy	+4,677	New	+$230K	﹤0.01%	1318
2024 Q4	–	Sell	-4,782	Closed	-$242K	–	1595
2024 Q3	$242K	Sell	4,782 -407	-8%	-$19.5K	﹤0.01%	1246
2024 Q2	$231K	Buy	5,189 +458	+10%	+$20.2K	﹤0.01%	1233
2024 Q1	$210K	Sell	4,731 -10	-0.2%	-$425	﹤0.01%	1244
2023 Q4	$201K	Buy	+4,741	New	+$189K	﹤0.01%	1221
2022 Q2	–	Sell	-5,963	Closed	-$281K	–	1058
2022 Q1	$281K	Sell	5,963 -2,165	-27%	-$98.7K	﹤0.01%	835
2021 Q4	$368K	Sell	8,128 -3,624	-31%	-$158K	﹤0.01%	728
2021 Q3	$497K	Buy	11,752 +3,889	+49%	+$170K	0.01%	601
2021 Q2	$347K	Hold	7,863	–	–	﹤0.01%	657
2021 Q1	$337K	Hold	7,863	–	–	0.01%	622
2020 Q4	$295K	Buy	+7,863	New	+$281K	0.01%	626
2019 Q2	–	Sell	-4,855	Closed	-$206K	–	568
2019 Q1	$206K	Buy	+4,855	New	+$200K	0.01%	489

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

Lido Advisors's SPHD Position: Q2 2026 in Review

Lido Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 13% in Q2 2026, buying an estimated $30.3K and bringing the position to 5,173 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Lido Advisors first reported a position in SPHD in Q1 2019 and has held it in 14 quarters since. The position peaked at $497K in Q3 2021. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Lido Advisors held 5,173 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $263K as of Q2 2026.
Lido Advisors bought 607 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $30.3K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1814 holding.
Lido Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2019 and has held it in 14 quarters since.
Lido Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $497K in Q3 2021.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.