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

Medallion Wealth 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 Q1	$663K	Sell	13,367 -318	-2%	-$16K	0.22%	102
2025 Q4	$657K	Buy	13,685 +640	+5%	+$30.8K	0.22%	101
2025 Q3	$645K	Hold	13,045	–	–	0.23%	101
2025 Q2	$624K	Hold	13,045	–	–	0.24%	100
2025 Q1	$654K	Buy	13,045 +1,300	+11%	+$64K	0.3%	82
2024 Q4	$584K	Buy	+11,745	New	+$587K	0.29%	85

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's SPHD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 2.3% in Q1 2026, selling an estimated $16K and leaving 13,367 shares worth $663K. The position accounts for 0.22% of the portfolio, ranked #102.

Medallion Wealth Advisors first reported a position in SPHD in Q4 2024 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Medallion Wealth Advisors held 13,367 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $663K as of Q1 2026.
Medallion Wealth Advisors sold 318 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $16K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.22% of Medallion Wealth Advisors's portfolio in Q1 2026, its #102 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.