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

Sanctuary Advisors’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	$5.64M	Buy	111,012 +30,335	+38%	+$1.52M	0.03%	569
2026 Q1	$4M	Sell	80,677 -57,255	-42%	-$2.88M	0.02%	632
2025 Q4	$6.62M	Buy	137,932 +51,661	+60%	+$2.49M	0.04%	479
2025 Q3	$4.27M	Sell	86,271 -2,472	-3%	-$121K	0.02%	586
2025 Q2	$4.22M	Sell	88,743 -463	-0.5%	-$21.9K	0.03%	561
2025 Q1	$4.48M	Sell	89,206 -5,628	-6%	-$277K	0.03%	495
2024 Q4	$4.64M	Buy	94,834 +7,001	+8%	+$350K	0.03%	521
2024 Q3	$4.49M	Buy	87,833 +1,519	+2%	+$72.7K	0.03%	542
2024 Q2	$3.73M	Buy	+86,314	New	+$3.81M	0.03%	557

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

Sanctuary Advisors's SPHD Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 38% in Q2 2026, buying an estimated $1.52M and bringing the position to 111,012 shares worth $5.64M. The position accounts for 0.03% of the portfolio, ranked #569.

Sanctuary Advisors first reported a position in SPHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.62M in Q4 2025. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Sanctuary Advisors held 111,012 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $5.64M as of Q2 2026.
Sanctuary Advisors bought 30,335 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1.52M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #569 holding.
Sanctuary Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $6.62M in Q4 2025.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.