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 Q3	$135K	Buy	2,805 +1	+0%	+$52	0.06%	116
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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Olistico Wealth's SPHD Position: Q3 2026 in Review

Olistico Wealth increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.04% in Q3 2026, buying an estimated $52 and bringing the position to 2,805 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #116.

Olistico Wealth first reported a position in SPHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $486K in Q4 2022. 84 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Olistico Wealth held 2,805 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $135K as of Q3 2026.
Olistico Wealth bought 1 Invesco S&P 500 High Dividend Low Volatility ETF share in Q3 2026, an estimated $52.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.06% of Olistico Wealth's portfolio in Q3 2026, its #116 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 15 quarters since.
Olistico Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $486K in Q4 2022.
84 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.