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Nvest Wealth Strategies’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-29
Closed -$1.44K – 418
2026
Q1 		$1.44K Buy
+29
New +$1.46K ﹤0.01% 197

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Nvest Wealth Strategies's SPHD Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 29 shares — an estimated $1.44K sold.

Nvest Wealth Strategies first reported a position in SPHD in Q1 2026 and held it in 1 quarter. The position peaked at $1.44K in Q1 2026. 216 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 29 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1.44K.
  • Nvest Wealth Strategies first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.44K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.