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 Q2	$205K	Sell	2,897 -10,470	-78%	-$523K	0.06%	236
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

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

Medallion Wealth Advisors's SPHD Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 78% in Q2 2026, selling an estimated $523K and leaving 2,897 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #236.

Medallion Wealth Advisors first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $663K in Q1 2026. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Medallion Wealth Advisors held 2,897 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $205K as of Q2 2026.
Medallion Wealth Advisors sold 10,470 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $523K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #236 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 7 quarters since.
Medallion Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $663K in Q1 2026.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.