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

Signal Advisors Wealth’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
2025
Q3 		– Sell
-116,096
Closed -$5.52M – 533
2025
Q2 		$5.52M Buy
116,096
+104,327
+886% +$4.93M 0.43% 63
2025
Q1 		$591K Buy
+11,769
New +$579K 0.06% 252

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signal Advisors Wealth's SPHD Position: Q3 2025 in Review

Signal Advisors Wealth sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2025, closing a stake of 116,096 shares — an estimated $5.52M sold.

Signal Advisors Wealth first reported a position in SPHD in Q1 2025 and held it in 2 quarters. The position peaked at $5.52M in Q2 2025. 334 funds tracked by Wall St. Rank hold SPHD as of Q3 2025.

  • Signal Advisors Wealth reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 116,096 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2025, an estimated $5.52M.
  • Signal Advisors Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and held it in 2 quarters.
  • Signal Advisors Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $5.52M in Q2 2025.
  • 334 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.