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

Proathlete Wealth Management’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	$1.64K	Buy	32 +2	+7%	+$100	﹤0.01%	234
2026 Q1	$1.53K	Buy	30 +8	+36%	+$403	﹤0.01%	232
2025 Q4	$1.08K	Buy	22 +2	+10%	+$96	﹤0.01%	272
2025 Q3	$1K	Buy	20 +4	+25%	+$195	﹤0.01%	197
2025 Q2	$767	Buy	16 +13	+433%	+$615	﹤0.01%	276
2025 Q1	$151	Buy	+3	New	+$148	﹤0.01%	196

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

Proathlete Wealth Management's SPHD Position: Q2 2026 in Review

Proathlete Wealth Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 6.7% in Q2 2026, buying an estimated $100 and bringing the position to 32 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Proathlete Wealth Management first reported a position in SPHD in Q1 2025 and has held it in 6 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Proathlete Wealth Management held 32 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.64K as of Q2 2026.
Proathlete Wealth Management bought 2 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $100.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #234 holding.
Proathlete Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.