Shulman DeMeo Asset Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Shulman DeMeo Asset 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 Q2	$414K	Sell	8,133 -574	-7%	-$28.7K	0.08%	90
2026 Q1	$432K	Sell	8,707 -200	-2%	-$10.1K	0.09%	79
2025 Q4	$428K	Sell	8,907 -279	-3%	-$13.4K	0.1%	71
2025 Q3	$454K	Sell	9,186 -32	-0.3%	-$1.56K	0.1%	74
2025 Q2	$438K	Sell	9,218 -42	-0.5%	-$1.99K	0.11%	68
2025 Q1	$465K	Sell	9,260 -67	-0.7%	-$3.3K	0.13%	64
2024 Q4	$451K	Sell	9,327 -1,780	-16%	-$89K	0.12%	66
2024 Q3	$562K	Sell	11,107 -15	-0.1%	-$718	0.14%	61
2024 Q2	$494K	Sell	11,122 -758	-6%	-$33.5K	0.13%	61
2024 Q1	$527K	Sell	11,880 -540	-4%	-$23K	0.14%	60
2023 Q4	$527K	Sell	12,420 -5	-0%	-$199	0.15%	60
2023 Q3	$487K	Sell	12,425 -28	-0.2%	-$1.15K	0.16%	55
2023 Q2	$515K	Sell	12,453 -92	-0.7%	-$3.78K	0.15%	57
2023 Q1	$530K	Sell	12,545 -189	-1%	-$8.23K	0.17%	57
2022 Q4	$558K	Buy	12,734 +8	+0.1%	+$344	0.19%	55
2022 Q3	$498K	Sell	12,726 -38	-0.3%	-$1.68K	0.18%	56
2022 Q2	$563K	Sell	12,764 -2,399	-16%	-$112K	0.19%	53
2022 Q1	$716K	Buy	15,163 +4,004	+36%	+$182K	0.2%	49
2021 Q4	$505K	Buy	+11,159	New	+$486K	0.13%	70
2021 Q3	–	Sell	-11,010	Closed	-$485K	–	125
2021 Q2	$485K	Sell	11,010 -7,411	-40%	-$331K	0.19%	33
2021 Q1	$790K	Sell	18,421 -59	-0.3%	-$2.37K	0.22%	51
2020 Q4	$694K	Sell	18,480 -3,033	-14%	-$109K	0.2%	53
2020 Q3	$710K	Buy	21,513 +449	+2%	+$15.2K	0.24%	47
2020 Q2	$693K	Buy	21,064 +29	+0.1%	+$943	0.27%	41
2020 Q1	$631K	Sell	21,035 -3,264	-13%	-$128K	0.29%	38
2019 Q4	$1.07M	Buy	24,299 +2,200	+10%	+$94.3K	0.37%	31
2019 Q3	$942K	Sell	22,099 -372	-2%	-$15.5K	0.32%	39
2019 Q2	$946K	Buy	22,471 +431	+2%	+$18.1K	0.35%	34
2019 Q1	$936K	Buy	22,040 +873	+4%	+$36K	0.36%	30
2018 Q4	$809K	Buy	+21,167	New	+$855K	0.45%	22

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

Shulman DeMeo Asset Management's SPHD Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 6.6% in Q2 2026, selling an estimated $28.7K and leaving 8,133 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #90.

Shulman DeMeo Asset Management first reported a position in SPHD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.07M in Q4 2019. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Shulman DeMeo Asset Management held 8,133 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $414K as of Q2 2026.
Shulman DeMeo Asset Management sold 574 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $28.7K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #90 holding.
Shulman DeMeo Asset Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.07M in Q4 2019.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.