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 Q2	$966	Hold	19	–	–	﹤0.01%	762
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

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

Matthew Hamilton Rosenberg's SPHD Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 19 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Matthew Hamilton Rosenberg first reported a position in SPHD in Q4 2022 and has held it in 15 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Matthew Hamilton Rosenberg held 19 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $966 as of Q2 2026.
Matthew Hamilton Rosenberg left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #762 holding.
Matthew Hamilton Rosenberg first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.