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 Q3	$574K	Hold	11,920	–	–	0.04%	108
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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

RVW Wealth's SPHD Position: Q3 2026 in Review

RVW Wealth held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 11,920 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #108.

RVW Wealth first reported a position in SPHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.4M in Q1 2020. 24 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

RVW Wealth held 11,920 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $574K as of Q3 2026.
RVW Wealth left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of RVW Wealth's portfolio in Q3 2026, its #108 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 26 quarters since.
RVW Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $10.4M in Q1 2020.
24 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.