Mountain Hill Investment Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Mountain Hill Investment Partners’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	$686	Hold	13	–	–	﹤0.01%	166
2026 Q1	$661	Hold	13	–	–	﹤0.01%	170
2025 Q4	$632	Hold	13	–	–	﹤0.01%	193
2025 Q3	$643	Hold	13	–	–	﹤0.01%	197
2025 Q2	$613	Hold	13	–	–	﹤0.01%	160
2025 Q1	$641	Hold	13	–	–	﹤0.01%	157
2024 Q4	$611	Buy	+13	New	+$650	﹤0.01%	164

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

Mountain Hill Investment Partners's SPHD Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 13 shares worth $686. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Mountain Hill Investment Partners first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Mountain Hill Investment Partners held 13 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $686 as of Q2 2026.
Mountain Hill Investment Partners 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 Mountain Hill Investment Partners's portfolio in Q2 2026, its #166 holding.
Mountain Hill Investment Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.