Nalls Sherbakoff Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Nalls Sherbakoff Group’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	$43.8K	Hold	861	–	–	0.03%	198
2026 Q1	$42.7K	Hold	861	–	–	0.03%	207
2025 Q4	$41.3K	Hold	861	–	–	0.03%	220
2025 Q3	$42.6K	Hold	861	–	–	0.03%	220
2025 Q2	$40.9K	Hold	861	–	–	0.03%	221
2025 Q1	$43.2K	Buy	+861	New	+$42.4K	0.04%	198
2023 Q4	$34.8K	Hold	820	–	–	0.03%	194
2023 Q3	$32.1K	Hold	820	–	–	0.03%	192
2023 Q2	$32.2K	Hold	820	–	–	0.03%	194
2023 Q1	$34.1K	Buy	+820	New	+$35.7K	0.03%	193
2018 Q4	$328K	Buy	+8,578	New	+$346K	0.52%	39

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 $3.59B AUM 17.8% 1-Year Est. Return

Nalls Sherbakoff Group's SPHD Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 861 shares worth $43.8K. The position accounts for 0.03% of the portfolio, ranked #198.

Nalls Sherbakoff Group first reported a position in SPHD in Q4 2018 and has held it in 11 quarters since. The position peaked at $328K in Q4 2018. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Nalls Sherbakoff Group held 861 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $43.8K as of Q2 2026.
Nalls Sherbakoff Group 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 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #198 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $328K in Q4 2018.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.