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

LM 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	$2.93M	Buy	57,534 +54,702	+1,932%	+$2.73M	0.34%	52
2026 Q1	$57.1K	Buy	2,832 +92	+3%	+$4.63K	0.9%	31
2025 Q4	$57.1K	Sell	2,740 -53,863	-95%	-$2.6M	1.03%	28
2025 Q3	$2.8M	Buy	56,603 +979	+2%	+$47.7K	0.4%	49
2025 Q2	$2.65M	Sell	55,624 -2,398	-4%	-$113K	0.34%	45
2025 Q1	$2.91M	Buy	58,022 +500	+0.9%	+$24.6K	0.52%	39
2024 Q4	$2.78M	Sell	57,522 -979	-2%	-$49K	0.5%	40
2024 Q3	$2.96M	Sell	58,501 -2,186	-4%	-$105K	0.6%	34
2024 Q2	$2.7M	Buy	60,687 +23	+0%	+$1.01K	﹤0.01%	57
2024 Q1	$2.69M	Buy	60,664 +1,604	+3%	+$68.2K	0.43%	44
2023 Q4	$2.5M	Buy	+59,060	New	+$2.35M	0.5%	39

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

LM Advisors's SPHD Position: Q2 2026 in Review

LM Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1,932% in Q2 2026, buying an estimated $2.73M and bringing the position to 57,534 shares worth $2.93M. The position accounts for 0.34% of the portfolio, ranked #52.

LM Advisors first reported a position in SPHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.96M in Q3 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

LM Advisors held 57,534 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.93M as of Q2 2026.
LM Advisors bought 54,702 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.73M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.34% of LM Advisors's portfolio in Q2 2026, its #52 holding.
LM Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.96M in Q3 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.