N.E.W. Advisory Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

N.E.W. Advisory Services’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	$208K	Buy	4,083 +44	+1%	+$2.2K	0.01%	212
2026 Q1	$200K	Buy	4,039 +101	+3%	+$5.08K	0.02%	213
2025 Q4	$189K	Buy	3,938 +273	+7%	+$13.2K	0.01%	209
2025 Q3	$181K	Buy	3,665 +259	+8%	+$12.6K	0.02%	192
2025 Q2	$162K	Sell	3,406 -2,401	-41%	-$114K	0.02%	201
2025 Q1	$292K	Buy	+5,807	New	+$286K	0.02%	174

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

N.E.W. Advisory Services's SPHD Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.1% in Q2 2026, buying an estimated $2.2K and bringing the position to 4,083 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #212.

N.E.W. Advisory Services first reported a position in SPHD in Q1 2025 and has held it in 6 quarters since. The position peaked at $292K in Q1 2025. 246 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

N.E.W. Advisory Services held 4,083 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $208K as of Q2 2026.
N.E.W. Advisory Services bought 44 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.2K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #212 holding.
N.E.W. Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $292K in Q1 2025.
246 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.