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 Q3	$205K	Buy	+4,249	New	+$221K	0.02%	355
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Lifeworks Advisors's SPHD Position: Q3 2026 in Review

Lifeworks Advisors opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2026: 4,249 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in SPHD as recently as Q4 2025.

Lifeworks Advisors first reported a position in SPHD in Q3 2023 and has held it in 11 quarters since. The position peaked at $966K in Q3 2025. 301 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Lifeworks Advisors held 4,249 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $205K as of Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Lifeworks Advisors position in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Lifeworks Advisors's portfolio in Q3 2026, its #355 holding.
Lifeworks Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2023 and has held it in 11 quarters since.
Lifeworks Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $966K in Q3 2025.
301 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Lifeworks Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.