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

Sequoia Financial 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	$323K	Buy	+6,345	New	+$317K	﹤0.01%	1623
2026 Q1	–	Sell	-5,457	Closed	-$262K	–	2058
2025 Q4	$262K	Buy	5,457 +1,043	+24%	+$50.3K	﹤0.01%	1645
2025 Q3	$218K	Buy	+4,414	New	+$215K	﹤0.01%	1586
2023 Q4	–	Sell	-5,361	Closed	-$210K	–	1237
2023 Q3	$210K	Sell	5,361 -1,206	-18%	-$49.7K	﹤0.01%	848
2023 Q2	$272K	Sell	6,567 -3,437	-34%	-$141K	﹤0.01%	740
2023 Q1	$422K	Hold	10,004	–	–	0.01%	519
2022 Q4	$438K	Sell	10,004 -354	-3%	-$15.2K	0.01%	472
2022 Q3	$405K	Sell	10,358 -446	-4%	-$19.7K	0.01%	325
2022 Q2	$477K	Sell	10,804 -582	-5%	-$27.1K	0.01%	335
2022 Q1	$538K	Buy	11,386 +1,055	+10%	+$48.1K	0.01%	343
2021 Q4	$468K	Buy	+10,331	New	+$450K	0.01%	336
2021 Q3	–	Sell	-9,686	Closed	-$427K	–	420
2021 Q2	$427K	Buy	9,686 +3,830	+65%	+$171K	0.02%	306
2021 Q1	$251K	Buy	+5,856	New	+$235K	0.01%	381

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 $3.59B AUM 17.8% 1-Year Est. Return

Sequoia Financial Advisors's SPHD Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 6,345 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in SPHD as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in SPHD in Q1 2021 and has held it in 13 quarters since. The position peaked at $538K in Q1 2022. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Sequoia Financial Advisors held 6,345 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $323K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Sequoia Financial Advisors position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1623 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and has held it in 13 quarters since.
Sequoia Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $538K in Q1 2022.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.