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

MCF 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	$27.5K	Hold	541	–	–	﹤0.01%	811
2026 Q1	$26.8K	Hold	541	–	–	﹤0.01%	744
2025 Q4	$26K	Hold	541	–	–	﹤0.01%	639
2025 Q3	$26.8K	Hold	541	–	–	﹤0.01%	528
2025 Q2	$25.7K	Hold	541	–	–	﹤0.01%	505
2025 Q1	$27.2K	Hold	541	–	–	﹤0.01%	489
2024 Q4	$26.1K	Hold	541	–	–	﹤0.01%	503
2024 Q3	$27.4K	Hold	541	–	–	﹤0.01%	488
2024 Q2	$24K	Sell	541 -1,584	-75%	-$69.9K	﹤0.01%	500
2024 Q1	$94.3K	Hold	2,125	–	–	0.01%	301
2023 Q4	$90.1K	Hold	2,125	–	–	0.01%	306
2023 Q3	$83.3K	Hold	2,125	–	–	0.01%	311
2023 Q2	$87.9K	Hold	2,125	–	–	0.01%	307
2023 Q1	$89.7K	Buy	+2,125	New	+$92.5K	0.01%	296
2018 Q1	–	Sell	-481	Closed	-$20K	–	505
2017 Q4	$20K	Buy	+481	New	+$20.1K	﹤0.01%	297
2017 Q3	–	Sell	-506	Closed	-$20K	–	535
2017 Q2	$20K	Buy	+506	New	+$20.3K	﹤0.01%	312

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

MCF Advisors's SPHD Position: Q2 2026 in Review

MCF Advisors held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 541 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

MCF Advisors first reported a position in SPHD in Q2 2017 and has held it in 16 quarters since. The position peaked at $94.3K in Q1 2024. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

MCF Advisors held 541 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $27.5K as of Q2 2026.
MCF Advisors 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 MCF Advisors's portfolio in Q2 2026, its #811 holding.
MCF Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2017 and has held it in 16 quarters since.
MCF Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $94.3K in Q1 2024.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

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