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

Simplicity 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
2026 Q2	$561K	Buy	+11,042	New	+$552K	0.02%	594
2024 Q3	–	Sell	-16,500	Closed	-$733K	–	1100
2024 Q2	$733K	Sell	16,500 -8,063	-33%	-$356K	0.02%	622
2024 Q1	$1.09M	Buy	+24,563	New	+$1.04M	0.03%	492

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

Simplicity Wealth's SPHD Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 11,042 shares worth $561K. The stake represents 0.02% of the portfolio and ranks #594 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SPHD as recently as Q2 2024.

Simplicity Wealth first reported a position in SPHD in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2024. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Simplicity Wealth held 11,042 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $561K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Simplicity Wealth position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #594 holding.
Simplicity Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2024 and has held it in 3 quarters since.
Simplicity Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.09M in Q1 2024.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.