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

Meridian 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
2025 Q4	–	Sell	-5,250	Closed	-$260K	–	196
2025 Q3	$260K	Hold	5,250	–	–	0.04%	161
2025 Q2	$250K	Hold	5,250	–	–	0.04%	159
2025 Q1	$264K	Hold	5,250	–	–	0.04%	153
2024 Q4	$254K	Hold	5,250	–	–	0.04%	157
2024 Q3	$265K	Hold	5,250	–	–	0.04%	155
2024 Q2	$233K	Hold	5,250	–	–	0.04%	163
2024 Q1	$233K	Hold	5,250	–	–	0.04%	164
2023 Q4	$223K	Hold	5,250	–	–	0.05%	165
2023 Q3	$206K	Hold	5,250	–	–	0.05%	169
2023 Q2	$217K	Hold	5,250	–	–	0.05%	170
2023 Q1	$222K	Hold	5,250	–	–	0.06%	173
2022 Q4	$230K	Hold	5,250	–	–	0.06%	175
2022 Q3	$205K	Hold	5,250	–	–	0.06%	174
2022 Q2	$232K	Hold	5,250	–	–	0.06%	175
2022 Q1	$248K	Hold	5,250	–	–	0.06%	187
2021 Q4	$238K	Hold	5,250	–	–	0.06%	178
2021 Q3	$222K	Hold	5,250	–	–	0.06%	179
2021 Q2	$231K	Hold	5,250	–	–	0.07%	181
2021 Q1	$225K	Buy	+5,250	New	+$211K	0.07%	166
2020 Q1	–	Sell	-5,250	Closed	-$231K	–	166
2019 Q4	$231K	Hold	5,250	–	–	0.09%	141
2019 Q3	$224K	Hold	5,250	–	–	0.1%	139
2019 Q2	$221K	Hold	5,250	–	–	0.15%	115
2019 Q1	$223K	Hold	5,250	–	–	0.16%	112
2018 Q4	$201K	Buy	+5,250	New	+$212K	0.15%	116

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meridian Wealth Advisors's SPHD Position: Q4 2025 in Review

Meridian Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 5,250 shares — an estimated $260K sold.

Meridian Wealth Advisors first reported a position in SPHD in Q4 2018 and held it in 24 quarters. The position peaked at $265K in Q3 2024. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

Meridian Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Meridian Wealth Advisors sold 5,250 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $260K.
Meridian Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 24 quarters.
Meridian Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $265K in Q3 2024.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on Meridian Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.