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

Sound Income Strategies’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	–	Sell	-33	Closed	-$1.63K	–	2126
2026 Q1	$1.63K	Hold	33	–	–	﹤0.01%	2201
2025 Q4	$1.63K	Buy	+33	New	+$1.59K	﹤0.01%	2184
2024 Q1	–	Sell	-994	Closed	-$42.2K	–	1441
2023 Q4	$42.2K	Buy	+994	New	+$39.6K	﹤0.01%	439
2021 Q3	–	Sell	-100	Closed	-$4K	–	902
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	644
2021 Q1	$4.29K	Hold	100	–	–	﹤0.01%	647
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	635
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	627
2020 Q2	$3K	Buy	+100	New	+$3.25K	﹤0.01%	601
2019 Q2	–	Sell	-200	Closed	-$8K	–	763
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	373
2018 Q4	$8K	Buy	+200	New	+$8.08K	﹤0.01%	373

Other funds holding SPHD

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

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

Sound Income Strategies's SPHD Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 33 shares — an estimated $1.63K sold.

Sound Income Strategies first reported a position in SPHD in Q4 2018 and held it in 10 quarters. The position peaked at $42.2K in Q4 2023. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Sound Income Strategies reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 33 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1.63K.
Sound Income Strategies first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 10 quarters.
Sound Income Strategies's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $42.2K in Q4 2023.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.