MPWM Advisory Solutions’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

MPWM Advisory Solutions’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	$5.3K	Buy	104 +1	+1%	+$50	﹤0.01%	406
2026 Q1	$5.11K	Buy	103 +1	+1%	+$50	﹤0.01%	397
2025 Q4	$4.88K	Sell	102 -200	-66%	-$9.64K	﹤0.01%	380
2025 Q3	$14.9K	Sell	302 -387	-56%	-$18.9K	0.01%	259
2025 Q2	$32.8K	Sell	689 -443	-39%	-$20.9K	0.02%	195
2025 Q1	$56.9K	Buy	1,132 +9	+0.8%	+$443	0.04%	137
2024 Q4	$54.3K	Buy	+1,123	New	+$56.2K	0.04%	150

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

MPWM Advisory Solutions's SPHD Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.97% in Q2 2026, buying an estimated $50 and bringing the position to 104 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

MPWM Advisory Solutions first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.9K in Q1 2025. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

MPWM Advisory Solutions held 104 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $5.3K as of Q2 2026.
MPWM Advisory Solutions bought 1 Invesco S&P 500 High Dividend Low Volatility ETF share in Q2 2026, an estimated $50.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #406 holding.
MPWM Advisory Solutions 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.
MPWM Advisory Solutions's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $56.9K in Q1 2025.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.