RDA Financial Network’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

RDA Financial Network’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	$1.35M	Sell	26,492 -380	-1%	-$19K	0.29%	83
2026 Q1	$1.33M	Hold	26,872	–	–	0.33%	85
2025 Q4	$1.29M	Buy	26,872 +150	+0.6%	+$7.23K	0.31%	96
2025 Q3	$1.32M	Sell	26,722 -490	-2%	-$23.9K	0.33%	94
2025 Q2	$1.29M	Hold	27,212	–	–	0.35%	87
2025 Q1	$1.37M	Buy	27,212 +825	+3%	+$40.6K	0.41%	80
2024 Q4	$1.27M	Sell	26,387 -1,200	-4%	-$60K	0.37%	82
2024 Q3	$1.4M	Sell	27,587 -1,325	-5%	-$63.4K	0.43%	68
2024 Q2	$1.28M	Sell	28,912 -250	-0.9%	-$11K	0.42%	69
2024 Q1	$1.29M	Sell	29,162 -40	-0.1%	-$1.7K	0.44%	65
2023 Q4	$1.24M	Sell	29,202 -192	-0.7%	-$7.64K	0.47%	63
2023 Q3	$1.15M	Sell	29,394 -734	-2%	-$30.3K	0.5%	57
2023 Q2	$1.25M	Sell	30,128 -990	-3%	-$40.7K	0.52%	55
2023 Q1	$1.31M	Sell	31,118 -995	-3%	-$43.3K	0.6%	53
2022 Q4	$1.41M	Sell	32,113 -35	-0.1%	-$1.5K	0.71%	46
2022 Q3	$1.26M	Sell	32,148 -80	-0.2%	-$3.53K	0.69%	46
2022 Q2	$1.42M	Sell	32,228 -120	-0.4%	-$5.59K	0.72%	42
2022 Q1	$1.53M	Sell	32,348 -675	-2%	-$30.8K	0.64%	51
2021 Q4	$1.5M	Sell	33,023 -185	-0.6%	-$8.05K	0.61%	51
2021 Q3	$1.41M	Hold	33,208	–	–	0.62%	51
2021 Q2	$1.46M	Sell	33,208 -375	-1%	-$16.7K	0.65%	48
2021 Q1	$1.44M	Sell	33,583 -365	-1%	-$14.7K	0.62%	48
2020 Q4	$1.28M	Sell	33,948 -125	-0.4%	-$4.47K	0.58%	51
2020 Q3	$1.12M	Buy	34,073 +7,973	+31%	+$269K	0.51%	58
2020 Q2	$859K	Buy	26,100 +11,890	+84%	+$387K	0.43%	66
2020 Q1	$426K	Sell	14,210 -2,913	-17%	-$114K	0.26%	93
2019 Q4	$735K	Sell	17,123 -857	-5%	-$36.7K	0.3%	85
2019 Q3	$771K	Buy	17,980 +310	+2%	+$12.9K	0.33%	84
2019 Q2	$752K	Buy	17,670 +26	+0.1%	+$1.09K	0.34%	80
2019 Q1	$761K	Buy	+17,644	New	+$727K	0.36%	75

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

RDA Financial Network's SPHD Position: Q2 2026 in Review

RDA Financial Network reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.4% in Q2 2026, selling an estimated $19K and leaving 26,492 shares worth $1.35M. The position accounts for 0.29% of the portfolio, ranked #83.

RDA Financial Network first reported a position in SPHD in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.53M in Q1 2022. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

RDA Financial Network held 26,492 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.35M as of Q2 2026.
RDA Financial Network sold 380 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $19K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.29% of RDA Financial Network's portfolio in Q2 2026, its #83 holding.
RDA Financial Network first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2019 and has held it in 30 quarters since.
RDA Financial Network's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.53M in Q1 2022.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.