Lloyd Advisory Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Lloyd Advisory Services’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	$2.68K	Buy	+53	New	+$2.65K	﹤0.01%	480
2020 Q3	–	Sell	-11	Closed	–	–	380
2020 Q2	$0	Buy	+11	New	+$358	﹤0.01%	343

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lloyd Advisory Services's SPHD Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 53 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SPHD as recently as Q2 2020.

Lloyd Advisory Services first reported a position in SPHD in Q2 2020 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Lloyd Advisory Services held 53 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.68K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Lloyd Advisory Services position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #480 holding.
Lloyd Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2020 and has held it in 2 quarters since.
333 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.