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

Mercer Global 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	$1.96M	Sell	38,569 -55	-0.1%	-$2.75K	﹤0.01%	1340
2026 Q1	$1.92M	Sell	38,624 -5,203	-12%	-$262K	﹤0.01%	1215
2025 Q4	$2.1M	Buy	43,827 +106	+0.2%	+$5.11K	﹤0.01%	1082
2025 Q3	$2.16M	Sell	43,721 -877	-2%	-$42.8K	﹤0.01%	1003
2025 Q2	$2.12M	Sell	44,598 -1,873	-4%	-$88.5K	﹤0.01%	862
2025 Q1	$2.33M	Sell	46,471 -4,808	-9%	-$237K	0.01%	784
2024 Q4	$2.48M	Sell	51,279 -13,281	-21%	-$664K	0.01%	761
2024 Q3	$3.27M	Sell	64,560 -1,834	-3%	-$87.8K	0.01%	614
2024 Q2	$2.95M	Buy	66,394 +43,338	+188%	+$1.91M	0.01%	599
2024 Q1	$1.03M	Sell	23,056 -3,261	-12%	-$139K	﹤0.01%	950
2023 Q4	$1.12M	Buy	26,317 +512	+2%	+$20.4K	﹤0.01%	933
2023 Q3	$1.01M	Sell	25,805 -1,354	-5%	-$55.8K	﹤0.01%	936
2023 Q2	$1.12M	Sell	27,159 -763	-3%	-$31.4K	﹤0.01%	906
2023 Q1	$1.18M	Sell	27,922 -2,148	-7%	-$93.6K	0.01%	852
2022 Q4	$1.32M	Sell	30,070 -1,985	-6%	-$85.3K	0.01%	809
2022 Q3	$1.25M	Buy	32,055 +6,535	+26%	+$288K	0.01%	761
2022 Q2	$1.13M	Sell	25,520 -1,718	-6%	-$80K	0.01%	797
2022 Q1	$1.29M	Buy	27,238 +1,529	+6%	+$69.7K	0.01%	798
2021 Q4	$1.16M	Sell	25,709 -7,152	-22%	-$311K	0.01%	817
2021 Q3	$1.39M	Buy	32,861 +7,065	+27%	+$309K	0.01%	750
2021 Q2	$1.14M	Buy	25,796 +11,946	+86%	+$533K	0.01%	774
2021 Q1	$594K	Buy	+13,850	New	+$556K	0.01%	1007

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

Mercer Global Advisors's SPHD Position: Q2 2026 in Review

Mercer Global Advisors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.14% in Q2 2026, selling an estimated $2.75K and leaving 38,569 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Mercer Global Advisors first reported a position in SPHD in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.27M in Q3 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Mercer Global Advisors held 38,569 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.96M as of Q2 2026.
Mercer Global Advisors sold 55 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.75K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1340 holding.
Mercer Global Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and has held it in 22 quarters since.
Mercer Global Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.27M in Q3 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.