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

Pacific Financial 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
Q1 		$751K Sell
15,141
-659
-4% -$33.2K 0.4% 58
2025
Q4 		$758K Buy
+15,800
New +$761K 0.42% 50
2020
Q3 		– Sell
-10,908
Closed -$327K – 133
2020
Q2 		$327K Hold
10,908
– – 0.34% 44
2020
Q1 		$327K Buy
10,908
+5,462
+100% +$214K 0.34% 44
2019
Q4 		$240K Buy
+5,446
New +$233K 0.02% 77

Other funds holding SPHD

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BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return