Moisand Fitzgerald Tamayo’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Moisand Fitzgerald Tamayo’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	$2.69K	Hold	53	–	–	﹤0.01%	479
2026 Q1	$2.63K	Hold	53	–	–	﹤0.01%	456
2025 Q4	$2.54K	Hold	53	–	–	﹤0.01%	464
2025 Q3	$2.62K	Hold	53	–	–	﹤0.01%	491
2025 Q2	$2.52K	Hold	53	–	–	﹤0.01%	486
2025 Q1	$2.66K	Sell	53 -499	-90%	-$24.6K	﹤0.01%	476
2024 Q4	$26.7K	Hold	552	–	–	﹤0.01%	243
2024 Q3	$27.9K	Buy	552 +499	+942%	+$23.9K	﹤0.01%	243
2024 Q2	$2.35K	Sell	53 -21	-28%	-$927	﹤0.01%	483
2024 Q1	$3.29K	Sell	74 -19	-20%	-$808	﹤0.01%	439
2023 Q4	$3.94K	Sell	93 -30	-24%	-$1.19K	﹤0.01%	452
2023 Q3	$4.82K	Sell	123 -2,234	-95%	-$92.1K	﹤0.01%	437
2023 Q2	$97.5K	Hold	2,357	–	–	0.02%	128
2023 Q1	$99.5K	Buy	+2,357	New	+$103K	0.02%	124

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

Moisand Fitzgerald Tamayo's SPHD Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 53 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Moisand Fitzgerald Tamayo first reported a position in SPHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $99.5K in Q1 2023. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Moisand Fitzgerald Tamayo held 53 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.69K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #479 holding.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2023 and has held it in 14 quarters since.
Moisand Fitzgerald Tamayo's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $99.5K in Q1 2023.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.