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

RVW Wealth’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	$606K	Buy	+11,920	New	+$596K	0.04%	100
2026 Q1	–	Sell	-11,920	Closed	-$572K	–	189
2025 Q4	$572K	Hold	11,920	–	–	0.04%	102
2025 Q3	$589K	Hold	11,920	–	–	0.05%	96
2025 Q2	$567K	Hold	11,920	–	–	0.05%	92
2025 Q1	$599K	Sell	11,920 -243	-2%	-$12K	0.06%	81
2024 Q4	$588K	Hold	12,163	–	–	0.05%	81
2024 Q3	$615K	Sell	12,163 -63	-0.5%	-$3.02K	0.06%	82
2024 Q2	$543K	Sell	12,226 -11,253	-48%	-$497K	0.05%	85
2024 Q1	$1.04M	Sell	23,479 -1,771	-7%	-$75.3K	0.11%	65
2023 Q4	$1.07M	Sell	25,250 -161	-0.6%	-$6.41K	0.12%	69
2023 Q3	$996K	Hold	25,411	–	–	0.12%	67
2023 Q2	$1.05M	Hold	25,411	–	–	0.12%	71
2023 Q1	$1.07M	Hold	25,411	–	–	0.13%	72
2022 Q4	$1.11M	Buy	25,411 +1,268	+5%	+$54.5K	0.14%	70
2022 Q3	$944K	Buy	24,143 +1,352	+6%	+$59.6K	0.13%	76
2022 Q2	$1.01M	Sell	22,791 -226	-1%	-$10.5K	0.13%	74
2022 Q1	$1.09M	Hold	23,017	–	–	0.13%	69
2021 Q4	$1.04M	Sell	23,017 -8,156	-26%	-$355K	0.12%	67
2021 Q3	$1M	Sell	31,173 -720	-2%	-$31.5K	0.12%	79
2021 Q2	$1M	Sell	31,893 -4,063	-11%	-$181K	0.13%	71
2021 Q1	$2M	Sell	35,956 -826	-2%	-$33.2K	0.26%	49
2020 Q4	$1M	Sell	36,782 -8,679	-19%	-$311K	0.15%	86
2020 Q3	$1.5M	Sell	45,461 -13,819	-23%	-$466K	0.25%	50
2020 Q2	$1.95M	Sell	59,280 -287,494	-83%	-$9.35M	0.36%	45
2020 Q1	$10.4M	Buy	+346,774	New	+$13.6M	2.43%	12

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

RVW Wealth's SPHD Position: Q2 2026 in Review

RVW Wealth opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 11,920 shares worth $606K. The stake represents 0.04% of the portfolio and ranks #100 among its holdings. This is a return to the name: RVW Wealth previously reported a position in SPHD as recently as Q4 2025.

RVW Wealth first reported a position in SPHD in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.4M in Q1 2020. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

RVW Wealth held 11,920 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $606K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new RVW Wealth position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of RVW Wealth's portfolio in Q2 2026, its #100 holding.
RVW Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and has held it in 25 quarters since.
RVW Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $10.4M in Q1 2020.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.