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&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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $666B AUM 30.12% 1-Year Est. Return

&Partners's SPHD Position: Q1 2026 in Review

&Partners increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 6.3% in Q1 2026, buying an estimated $36.4K and bringing the position to 12,255 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

&Partners first reported a position in SPHD in Q3 2024 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

  • &Partners held 12,255 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $608K as of Q1 2026.
  • &Partners bought 724 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $36.4K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1590 holding.
  • &Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and has held it in 7 quarters since.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.