SageView Advisory Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

SageView Advisory Group’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	–	Sell	-822	Closed	-$39.5K	–	2164
2025 Q4	$39.5K	Buy	+822	New	+$39.6K	﹤0.01%	1175
2024 Q2	–	Sell	-5,927	Closed	-$262K	–	746
2024 Q1	$262K	Buy	+5,927	New	+$252K	0.01%	447
2023 Q2	–	Sell	-16,220	Closed	-$685K	–	552
2023 Q1	$685K	Sell	16,220 -11,956	-42%	-$521K	0.04%	264
2022 Q4	$1.23M	Buy	+28,176	New	+$1.21M	0.1%	134

Other funds holding SPHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

SageView Advisory Group's SPHD Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026, closing a stake of 822 shares — an estimated $39.5K sold.

SageView Advisory Group first reported a position in SPHD in Q4 2022 and held it in 4 quarters. The position peaked at $1.23M in Q4 2022. 345 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

SageView Advisory Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 822 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $39.5K.
SageView Advisory Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 4 quarters.
SageView Advisory Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.23M in Q4 2022.
345 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.