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

Quartz 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 Q2	$454K	Buy	8,937 +806	+10%	+$40.3K	0.15%	114
2026 Q1	$403K	Hold	8,131	–	–	0.16%	110
2025 Q4	$390K	Sell	8,131 -393	-5%	-$18.9K	0.15%	115
2025 Q3	$422K	Hold	8,524	–	–	0.15%	123
2025 Q2	$405K	Hold	8,524	–	–	0.19%	117
2025 Q1	$428K	Buy	8,524 +985	+13%	+$48.5K	0.26%	91
2024 Q4	$364K	Hold	7,539	–	–	0.22%	112
2024 Q3	$381K	Buy	+7,539	New	+$361K	0.24%	112

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

Quartz Partners's SPHD Position: Q2 2026 in Review

Quartz Partners increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 9.9% in Q2 2026, buying an estimated $40.3K and bringing the position to 8,937 shares worth $454K. The position accounts for 0.15% of the portfolio, ranked #114.

Quartz Partners first reported a position in SPHD in Q3 2024 and has held it in 8 quarters since. 357 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Quartz Partners held 8,937 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $454K as of Q2 2026.
Quartz Partners bought 806 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $40.3K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.15% of Quartz Partners's portfolio in Q2 2026, its #114 holding.
Quartz Partners 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.
357 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.