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

Olistico Wealth’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	$143K	Hold	2,804	–	–	0.06%	115
2026 Q1	$139K	Sell	2,804 -357	-11%	-$18K	0.07%	113
2025 Q4	$152K	Buy	+3,161	New	+$152K	0.07%	105
2025 Q3	–	Sell	-3,173	Closed	-$151K	–	301
2025 Q2	$151K	Buy	3,173 +4	+0.1%	+$189	0.08%	108
2025 Q1	$159K	Buy	3,169 +3	+0.1%	+$148	0.1%	109
2024 Q4	$153K	Sell	3,166 -16	-0.5%	-$800	0.09%	108
2024 Q3	$161K	Sell	3,182 -3,179	-50%	-$152K	0.1%	106
2024 Q2	$283K	Sell	6,361 -200	-3%	-$8.83K	0.18%	87
2024 Q1	$291K	Sell	6,561 -305	-4%	-$13K	0.21%	89
2023 Q4	$291K	Buy	6,866 +44	+0.6%	+$1.75K	0.23%	85
2023 Q3	$267K	Sell	6,822 -1,172	-15%	-$48.3K	0.24%	85
2023 Q2	$331K	Sell	7,994 -2,184	-21%	-$89.8K	0.28%	86
2023 Q1	$430K	Sell	10,178 -909	-8%	-$39.6K	0.41%	62
2022 Q4	$486K	Buy	+11,087	New	+$476K	0.53%	54

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

Olistico Wealth's SPHD Position: Q2 2026 in Review

Olistico Wealth held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 2,804 shares worth $143K. The position accounts for 0.06% of the portfolio, ranked #115.

Olistico Wealth first reported a position in SPHD in Q4 2022 and has held it in 14 quarters since. The position peaked at $486K in Q4 2022. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Olistico Wealth held 2,804 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $143K as of Q2 2026.
Olistico Wealth 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 0.06% of Olistico Wealth's portfolio in Q2 2026, its #115 holding.
Olistico Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
Olistico Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $486K in Q4 2022.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.