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

Lifeworks 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 Q1	–	Sell	-8,678	Closed	-$417K	–	337
2025 Q4	$417K	Sell	8,678 -10,856	-56%	-$523K	0.05%	230
2025 Q3	$966K	Buy	19,534 +438	+2%	+$21.4K	0.13%	137
2025 Q2	$908K	Buy	19,096 +3,934	+26%	+$186K	0.14%	135
2025 Q1	$762K	Hold	15,162	–	–	0.13%	147
2024 Q4	$732K	Hold	15,162	–	–	0.13%	139
2024 Q3	$767K	Sell	15,162 -1,386	-8%	-$66.4K	0.15%	136
2024 Q2	$735K	Hold	16,548	–	–	0.2%	106
2024 Q1	$735K	Sell	16,548 -292	-2%	-$12.4K	0.21%	106
2023 Q4	$714K	Sell	16,840 -603	-3%	-$24K	0.25%	93
2023 Q3	$684K	Buy	+17,443	New	+$719K	0.27%	100

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lifeworks Advisors's SPHD Position: Q1 2026 in Review

Lifeworks Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026, closing a stake of 8,678 shares — an estimated $417K sold.

Lifeworks Advisors first reported a position in SPHD in Q3 2023 and held it in 10 quarters. The position peaked at $966K in Q3 2025. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Lifeworks Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 8,678 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $417K.
Lifeworks Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2023 and held it in 10 quarters.
Lifeworks Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $966K in Q3 2025.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.