Lowe Brockenbrough & Co’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Lowe Brockenbrough & Co’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	$872K	Buy	+17,149	New	+$857K	0.04%	188

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

Lowe Brockenbrough & Co's SPHD Position: Q2 2026 in Review

Lowe Brockenbrough & Co opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 17,149 shares worth $872K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings.

353 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Lowe Brockenbrough & Co held 17,149 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $872K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Lowe Brockenbrough & Co position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #188 holding.
353 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.