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

Robinswood Financial’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	$47.9K	Hold	942	–	–	0.01%	149
2026 Q1	$46.8K	Sell	942 -1,180	-56%	-$59.4K	0.01%	145
2025 Q4	$102K	Buy	2,122 +8	+0.4%	+$386	0.03%	104
2025 Q3	$105K	Buy	2,114 +21	+1%	+$1.02K	0.03%	101
2025 Q2	$99.6K	Buy	2,093 +19	+0.9%	+$898	0.04%	106
2025 Q1	$104K	Sell	2,074 -1,274	-38%	-$62.7K	0.04%	95
2024 Q4	$162K	Buy	3,348 +28	+0.8%	+$1.4K	0.06%	75
2024 Q3	$168K	Buy	3,320 +27	+0.8%	+$1.29K	0.06%	75
2024 Q2	$146K	Buy	3,293 +30	+0.9%	+$1.32K	0.06%	76
2024 Q1	$144K	Sell	3,263 -1,344	-29%	-$57.2K	0.06%	64
2023 Q4	$195K	Buy	4,607 +58	+1%	+$2.31K	0.08%	52
2023 Q3	$178K	Buy	4,549 +55	+1%	+$2.27K	0.09%	54
2023 Q2	$186K	Buy	+4,494	New	+$185K	0.09%	51

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

Robinswood Financial's SPHD Position: Q2 2026 in Review

Robinswood Financial held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 942 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #149.

Robinswood Financial first reported a position in SPHD in Q2 2023 and has held it in 13 quarters since. The position peaked at $195K in Q4 2023. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Robinswood Financial held 942 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $47.9K as of Q2 2026.
Robinswood Financial left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #149 holding.
Robinswood Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $195K in Q4 2023.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.