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

Pinnacle Wealth Management 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 Q2	$3.11M	Buy	61,144 +910	+2%	+$45.5K	1.45%	25
2026 Q1	$2.99M	Buy	60,234 +2,344	+4%	+$118K	1.47%	26
2025 Q4	$2.78M	Buy	57,890 +262	+0.5%	+$12.6K	1.39%	26
2025 Q3	$2.85M	Buy	57,628 +2,452	+4%	+$120K	1.46%	22
2025 Q2	$2.62M	Buy	55,176 +2,093	+4%	+$98.9K	1.5%	22
2025 Q1	$2.67M	Sell	53,083 -6,083	-10%	-$299K	1.86%	18
2024 Q4	$2.86M	Buy	59,166 +2,664	+5%	+$133K	1.78%	19
2024 Q3	$2.86M	Buy	+56,502	New	+$2.71M	1.8%	19

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

Pinnacle Wealth Management Group's SPHD Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.5% in Q2 2026, buying an estimated $45.5K and bringing the position to 61,144 shares worth $3.11M. The position accounts for 1.45% of the portfolio, ranked #25.

Pinnacle Wealth Management Group 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.

Pinnacle Wealth Management Group held 61,144 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $3.11M as of Q2 2026.
Pinnacle Wealth Management Group bought 910 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $45.5K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 1.45% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #25 holding.
Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.