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

SignatureFD’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 Q3	–	Sell	-4	Closed	-$208	–	3648
2026 Q2	$206	Hold	4	–	–	﹤0.01%	3414
2026 Q1	$199	Hold	4	–	–	﹤0.01%	3371
2025 Q4	$190	Hold	4	–	–	﹤0.01%	3303
2025 Q3	$193	Sell	4 -20	-83%	-$975	﹤0.01%	3284
2025 Q2	$1.13K	Buy	24 +1	+4%	+$47	﹤0.01%	2996
2025 Q1	$1.18K	Hold	23	–	–	﹤0.01%	3003
2024 Q4	$1.12K	Hold	23	–	–	﹤0.01%	3003
2024 Q3	$1.17K	Buy	23 +14	+156%	+$670	﹤0.01%	2966
2024 Q2	$416	Buy	9 +3	+50%	+$132	﹤0.01%	2999
2024 Q1	$248	Hold	6	–	–	﹤0.01%	3081
2023 Q4	$234	Buy	6 +1	+20%	+$40	﹤0.01%	3047
2023 Q3	$214	Sell	5 -130	-96%	-$5.36K	﹤0.01%	3087
2023 Q2	$5.6K	Hold	135	–	–	﹤0.01%	2478
2023 Q1	$5.71K	Hold	135	–	–	﹤0.01%	2457
2022 Q4	$5.93K	Hold	135	–	–	﹤0.01%	2390
2022 Q3	$5K	Buy	135 +130	+2,600%	+$5.73K	﹤0.01%	2466
2022 Q2	$0	Hold	5	–	–	﹤0.01%	3334
2022 Q1	$0	Hold	5	–	–	﹤0.01%	3317
2021 Q4	$0	Hold	5	–	–	﹤0.01%	3263
2021 Q3	$0	Buy	+5	New	+$219	﹤0.01%	3198
2021 Q2	–	Sell	-222	Closed	-$10K	–	3051
2021 Q1	$10K	Buy	222 +169	+319%	+$6.78K	﹤0.01%	1864
2020 Q4	$2K	Buy	+53	New	+$1.9K	﹤0.01%	2310
2016 Q3	–	Sell	-6,621	Closed	-$253K	–	1639
2016 Q2	$253K	Hold	6,621	–	–	0.04%	158
2016 Q1	$246K	Sell	6,621 -4,468	-40%	-$152K	0.04%	147
2015 Q4	$370K	Buy	11,089 +22	+0.2%	+$725	0.07%	81
2015 Q3	$348K	Sell	11,067 -1,405	-11%	-$45K	0.08%	88
2015 Q2	$395K	Sell	12,472 -1,315	-10%	-$43K	0.09%	84
2015 Q1	$453K	Buy	+13,787	New	+$455K	0.11%	63

Other funds holding SPHD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SignatureFD's SPHD Position: Q3 2026 in Review

SignatureFD sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2026, closing a stake of 4 shares — an estimated $208 sold.

SignatureFD first reported a position in SPHD in Q1 2015 and held it in 28 quarters. The position peaked at $453K in Q1 2015. 301 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

SignatureFD reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2026 after selling out during the quarter.
SignatureFD sold 4 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $208.
SignatureFD first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2015 and held it in 28 quarters.
SignatureFD's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $453K in Q1 2015.
301 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.