MGO One Seven’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

MGO One Seven’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	$411K	Buy	8,081 +2,795	+53%	+$140K	0.01%	1067
2026 Q1	$262K	Hold	5,286	–	–	0.01%	1204
2025 Q4	$254K	Sell	5,286 -7	-0.1%	-$337	0.01%	1186
2025 Q3	$262K	Sell	5,293 -5	-0.1%	-$244	0.01%	1104
2025 Q2	$252K	Hold	5,298	–	–	0.01%	1025
2025 Q1	$266K	Sell	5,298 -82	-2%	-$4.04K	0.01%	869
2024 Q4	$260K	Buy	5,380 +82	+2%	+$4.1K	0.01%	898
2024 Q3	$268K	Buy	5,298 +55	+1%	+$2.63K	0.01%	816
2024 Q2	$233K	Buy	5,243 +160	+3%	+$7.06K	0.01%	859
2024 Q1	$226K	Buy	+5,083	New	+$216K	0.01%	806
2022 Q3	–	Sell	-4,844	Closed	-$214K	–	746
2022 Q2	$214K	Buy	+4,844	New	+$226K	0.03%	560
2022 Q1	–	Sell	-4,990	Closed	-$226K	–	722
2021 Q4	$226K	Buy	4,990 +184	+4%	+$8.01K	0.02%	583
2021 Q3	$207K	Buy	+4,806	New	+$210K	0.03%	560
2021 Q2	–	Sell	-8,847	Closed	-$379K	–	614
2021 Q1	$379K	Buy	+8,847	New	+$355K	0.07%	359
2019 Q1	–	Sell	-3,225	Closed	-$123K	–	1463
2018 Q4	$123K	Buy	+3,225	New	+$130K	0.05%	408
2018 Q1	$170K	Hold	4,300	–	–	0.08%	308
2017 Q4	$182K	Buy	+4,300	New	+$180K	0.08%	280

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

MGO One Seven's SPHD Position: Q2 2026 in Review

MGO One Seven increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 53% in Q2 2026, buying an estimated $140K and bringing the position to 8,081 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1067.

MGO One Seven first reported a position in SPHD in Q4 2017 and has held it in 17 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

MGO One Seven held 8,081 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $411K as of Q2 2026.
MGO One Seven bought 2,795 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $140K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1067 holding.
MGO One Seven first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2017 and has held it in 17 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 MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.