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

Root Financial 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 Q1	$18.4K	Sell	371 -1,525	-80%	-$76.8K	﹤0.01%	1361
2025 Q4	$91K	Hold	1,896	–	–	﹤0.01%	503
2025 Q3	$93.8K	Buy	+1,896	New	+$92.4K	0.01%	460

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's SPHD Position: Q1 2026 in Review

Root Financial Partners reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 80% in Q1 2026, selling an estimated $76.8K and leaving 371 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Root Financial Partners first reported a position in SPHD in Q3 2025 and has held it in 3 quarters since. The position peaked at $93.8K in Q3 2025. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Root Financial Partners held 371 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $18.4K as of Q1 2026.
Root Financial Partners sold 1,525 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $76.8K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1361 holding.
Root Financial Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $93.8K in Q3 2025.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.