Safe Harbor Fiduciary’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Safe Harbor Fiduciary’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	$995K	Buy	19,577 +11,309	+137%	+$565K	0.78%	36
2026 Q1	$410K	Buy	8,268 +8,118	+5,412%	+$409K	0.39%	45
2025 Q4	$7.2K	Buy	+150	New	+$7.23K	0.01%	167
2025 Q2	$302K	Sell	6,355 -3	-0%	-$142	0.28%	67
2025 Q1	$319K	Hold	6,358	–	–	0.33%	59
2024 Q4	$307K	Sell	6,358 -5	-0.1%	-$250	0.31%	59
2024 Q3	$322K	Buy	+6,363	New	+$305K	0.3%	59

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

Safe Harbor Fiduciary's SPHD Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 137% in Q2 2026, buying an estimated $565K and bringing the position to 19,577 shares worth $995K. The position accounts for 0.78% of the portfolio, ranked #36.

Safe Harbor Fiduciary first reported a position in SPHD in Q3 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Safe Harbor Fiduciary held 19,577 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $995K as of Q2 2026.
Safe Harbor Fiduciary bought 11,309 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $565K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.78% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #36 holding.
Safe Harbor Fiduciary first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.