Merrithew & Thorsten Inc’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Merrithew & Thorsten Inc’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	$11K	Buy	226 +3	+1%	+$150	0.01%	77
2026 Q1	$11K	Buy	223 +3	+1%	+$151	0.01%	79
2025 Q4	$10K	Buy	+220	New	+$10.6K	0.01%	77

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

Merrithew & Thorsten Inc's SPHD Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.3% in Q2 2026, buying an estimated $150 and bringing the position to 226 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #77.

Merrithew & Thorsten Inc first reported a position in SPHD in Q4 2025 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Merrithew & Thorsten Inc held 226 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $11K as of Q2 2026.
Merrithew & Thorsten Inc bought 3 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $150.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #77 holding.
Merrithew & Thorsten Inc first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.