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

&Partners’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	$698K	Buy	13,720 +1,465	+12%	+$73.2K	﹤0.01%	1636
2026 Q1	$608K	Buy	12,255 +724	+6%	+$36.4K	﹤0.01%	1590
2025 Q4	$553K	Buy	11,531 +197	+2%	+$9.49K	﹤0.01%	1552
2025 Q3	$560K	Buy	11,334 +1,902	+20%	+$92.7K	﹤0.01%	1385
2025 Q2	$449K	Buy	9,432 +977	+12%	+$46.2K	﹤0.01%	1407
2025 Q1	$419K	Buy	8,455 +212	+3%	+$10.4K	﹤0.01%	1219
2024 Q4	$400K	Buy	8,243 +614	+8%	+$30.7K	﹤0.01%	1176
2024 Q3	$386K	Buy	+7,629	New	+$365K	0.01%	983

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

&Partners's SPHD Position: Q2 2026 in Review

&Partners increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 12% in Q2 2026, buying an estimated $73.2K and bringing the position to 13,720 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

&Partners first reported a position in SPHD in Q3 2024 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

&Partners held 13,720 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $698K as of Q2 2026.
&Partners bought 1,465 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $73.2K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1636 holding.
&Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.