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
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nalls Sherbakoff Group's SPHD Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q4 2025 at 861 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #220.

Nalls Sherbakoff Group first reported a position in SPHD in Q4 2018 and has held it in 9 quarters since. The position peaked at $328K in Q4 2018. 336 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

Nalls Sherbakoff Group held 861 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $41.3K as of Q4 2025.
Nalls Sherbakoff Group left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q4 2025.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #220 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 9 quarters since.
Nalls Sherbakoff Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $328K in Q4 2018.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.