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

Principle Wealth 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
2025 Q4	–	Sell	-4,272	Closed	-$211K	–	380
2025 Q3	$211K	Hold	4,272	–	–	0.01%	348
2025 Q2	$203K	Hold	4,272	–	–	0.01%	350
2025 Q1	$215K	Hold	4,272	–	–	0.02%	326
2024 Q4	$206K	Hold	4,272	–	–	0.01%	325
2024 Q3	$216K	Buy	+4,272	New	+$205K	0.02%	322
2022 Q2	–	Sell	-6,854	Closed	-$324K	–	325
2022 Q1	$324K	Buy	6,854 +389	+6%	+$17.7K	0.03%	249
2021 Q4	$293K	Sell	6,465 -25	-0.4%	-$1.09K	0.03%	265
2021 Q3	$275K	Hold	6,490	–	–	0.03%	256
2021 Q2	$286K	Hold	6,490	–	–	0.03%	261
2021 Q1	$278K	Sell	6,490 -55	-0.8%	-$2.21K	0.03%	245
2020 Q4	$246K	Buy	+6,545	New	+$234K	0.03%	246

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principle Wealth Partners's SPHD Position: Q4 2025 in Review

Principle Wealth Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 4,272 shares — an estimated $211K sold.

Principle Wealth Partners first reported a position in SPHD in Q4 2020 and held it in 11 quarters. The position peaked at $324K in Q1 2022. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

Principle Wealth Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Principle Wealth Partners sold 4,272 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $211K.
Principle Wealth Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2020 and held it in 11 quarters.
Principle Wealth Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $324K in Q1 2022.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on Principle Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.