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 Q2	–	Sell	-371	Closed	-$18.4K	–	2776
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

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

Root Financial Partners's SPHD Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 371 shares — an estimated $18.4K sold.

Root Financial Partners first reported a position in SPHD in Q3 2025 and held it in 3 quarters. The position peaked at $93.8K in Q3 2025. 357 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Root Financial Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 371 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $18.4K.
Root Financial Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $93.8K in Q3 2025.
357 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.