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 Q3	$3.03M	Buy	62,890 +1,746	+3%	+$90.7K	1.39%	24
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

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

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

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Pinnacle Wealth Management Group's SPHD Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 2.9% in Q3 2026, buying an estimated $90.7K and bringing the position to 62,890 shares worth $3.03M. The position accounts for 1.39% of the portfolio, ranked #24.

Pinnacle Wealth Management Group first reported a position in SPHD in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.11M in Q2 2026. 84 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Pinnacle Wealth Management Group held 62,890 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $3.03M as of Q3 2026.
Pinnacle Wealth Management Group bought 1,746 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $90.7K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 1.39% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #24 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 9 quarters since.
Pinnacle Wealth Management Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.11M in Q2 2026.
84 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.