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Matthew Hamilton Rosenberg’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Matthew Hamilton Rosenberg’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
Q1 		$943 Hold
19
– – ﹤0.01% 764
2025
Q4 		$912 Hold
19
– – ﹤0.01% 773
2025
Q3 		$940 Hold
19
– – ﹤0.01% 774
2025
Q2 		$904 Hold
19
– – ﹤0.01% 805
2025
Q1 		$954 Hold
19
– – ﹤0.01% 787
2024
Q4 		$918 Hold
19
– – ﹤0.01% 772
2024
Q3 		$961 Hold
19
– – ﹤0.01% 776
2024
Q2 		$839 Hold
19
– – ﹤0.01% 746
2024
Q1 		$840 Hold
19
– – ﹤0.01% 784
2023
Q4 		$806 Hold
19
– – ﹤0.01% 800
2023
Q3 		$745 Hold
19
– – ﹤0.01% 800
2023
Q2 		$786 Hold
19
– – ﹤0.01% 809
2023
Q1 		$802 Hold
19
– – ﹤0.01% 847
2022
Q4 		$833 Buy
+19
New +$816 ﹤0.01% 834

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return