Regal Investment Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Regal Investment Advisors’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	$520K	Buy	10,230 +1	+0%	+$50	0.03%	454
2026 Q1	$507K	Buy	10,229 +100	+1%	+$5.03K	0.03%	428
2025 Q4	$486K	Buy	+10,129	New	+$488K	0.03%	431
2021 Q3	–	Sell	-8,649	Closed	-$381K	–	546
2021 Q2	$381K	Buy	+8,649	New	+$386K	0.04%	369
2020 Q3	–	Sell	-6,274	Closed	-$207K	–	243
2020 Q2	$207K	Buy	+6,274	New	+$204K	0.04%	306
2020 Q1	–	Sell	-9,164	Closed	-$404K	–	264
2019 Q4	$404K	Buy	9,164 +553	+6%	+$23.7K	0.07%	221
2019 Q3	$367K	Buy	8,611 +1,148	+15%	+$47.9K	0.07%	222
2019 Q2	$314K	Sell	7,463 -2,735	-27%	-$115K	0.06%	244
2019 Q1	$433K	Buy	10,198 +2,525	+33%	+$104K	0.09%	199
2018 Q4	$293K	Sell	7,673 -3,009	-28%	-$122K	0.06%	246
2018 Q3	$442K	Buy	+10,682	New	+$445K	0.09%	206
2018 Q2	–	Sell	-10,524	Closed	-$415K	–	308
2018 Q1	$415K	Buy	10,524 +53	+0.5%	+$2.16K	0.09%	195
2017 Q4	$444K	Buy	10,471 +538	+5%	+$22.5K	0.1%	188
2017 Q3	$407K	Sell	9,933 -278	-3%	-$11.2K	0.09%	191
2017 Q2	$411K	Sell	10,211 -1,248	-11%	-$50.2K	0.1%	185
2017 Q1	$464K	Buy	11,459 +5,147	+82%	+$207K	0.12%	171
2016 Q4	$247K	Sell	6,312 -219	-3%	-$8.41K	0.07%	221
2016 Q3	$254K	Buy	+6,531	New	+$256K	0.07%	227

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

Regal Investment Advisors's SPHD Position: Q2 2026 in Review

Regal Investment Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.01% in Q2 2026, buying an estimated $50 and bringing the position to 10,230 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #454.

Regal Investment Advisors first reported a position in SPHD in Q3 2016 and has held it in 18 quarters since. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Regal Investment Advisors held 10,230 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $520K as of Q2 2026.
Regal Investment Advisors bought 1 Invesco S&P 500 High Dividend Low Volatility ETF share in Q2 2026, an estimated $50.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #454 holding.
Regal Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2016 and has held it in 18 quarters since.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.