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

Madrid Financial 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
Q3 		$8.72M Buy
+181,000
New +$9.4M 4.82% 8

Other funds holding SPHD

Avidian Wealth Enterprises
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XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Madrid Financial Services's SPHD Position: Q3 2026 in Review

Madrid Financial Services opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2026: 181,000 shares worth $8.72M. The stake represents 4.82% of the portfolio and ranks #8 among its holdings.

152 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

  • Madrid Financial Services held 181,000 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $8.72M as of Q3 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Madrid Financial Services position in Q3 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 4.82% of Madrid Financial Services's portfolio in Q3 2026, its #8 holding.
  • 152 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Madrid Financial Services's 13F filing for Q3 2026, filed 3 Nov 2026.