Second Half Financial Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Second Half Financial Partners’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	$424K	Hold	8,347	–	–	0.17%	62
2026 Q1	$414K	Sell	8,347 -42	-0.5%	-$2.11K	0.19%	57
2025 Q4	$403K	Buy	8,389 +274	+3%	+$13.2K	0.18%	54
2025 Q3	$401K	Hold	8,115	–	–	0.18%	57
2025 Q2	$386K	Hold	8,115	–	–	0.18%	54
2025 Q1	$408K	Sell	8,115 -412	-5%	-$20.3K	0.2%	55
2024 Q4	$412K	Sell	8,527 -334	-4%	-$16.7K	0.2%	63
2024 Q3	$448K	Hold	8,861	–	–	0.24%	60
2024 Q2	$394K	Buy	8,861 +225	+3%	+$9.93K	0.32%	28
2024 Q1	$383K	Buy	8,636 +412	+5%	+$17.5K	0.17%	49
2023 Q4	$349K	Hold	8,224	–	–	0.17%	38
2023 Q3	$322K	Sell	8,224 -695	-8%	-$28.6K	0.16%	32
2023 Q2	$369K	Buy	8,919 +649	+8%	+$26.7K	0.08%	115
2023 Q1	$349K	Sell	8,270 -294	-3%	-$12.8K	0.21%	27
2022 Q4	$389K	Hold	8,564	–	–	0.25%	31
2022 Q3	$335K	Buy	+8,564	New	+$378K	0.42%	26

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

Second Half Financial Partners's SPHD Position: Q2 2026 in Review

Second Half Financial Partners held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 8,347 shares worth $424K. The position accounts for 0.17% of the portfolio, ranked #62.

Second Half Financial Partners first reported a position in SPHD in Q3 2022 and has held it in 16 quarters since. The position peaked at $448K in Q3 2024. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Second Half Financial Partners held 8,347 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $424K as of Q2 2026.
Second Half Financial Partners left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.17% of Second Half Financial Partners's portfolio in Q2 2026, its #62 holding.
Second Half Financial Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2022 and has held it in 16 quarters since.
Second Half Financial Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $448K in Q3 2024.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.