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SHP Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

SHP Wealth Management’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 		$16.7K Hold
337
– – ﹤0.01% 774
2025
Q4 		$16.2K Buy
+337
New +$16.2K ﹤0.01% 728

Other funds holding SPHD

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's SPHD Position: Q1 2026 in Review

SHP Wealth Management held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q1 2026 at 337 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

SHP Wealth Management first reported a position in SPHD in Q4 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

  • SHP Wealth Management held 337 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $16.7K as of Q1 2026.
  • SHP Wealth Management left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #774 holding.
  • SHP Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.