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

Sovran Advisors’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	$644K	Buy	12,055 +4,264	+55%	+$213K	0.05%	326
2026 Q1	$393K	Sell	7,791 -96	-1%	-$4.83K	0.03%	403
2025 Q4	$391K	Sell	7,887 -2,432	-24%	-$117K	0.03%	400
2025 Q3	$487K	Sell	10,319 -63,717	-86%	-$3.11M	0.04%	343
2025 Q2	$3.59M	Buy	74,036 +1,269	+2%	+$60K	0.38%	69
2025 Q1	$3.43M	Buy	72,767 +6,617	+10%	+$326K	0.45%	53
2024 Q4	$3.16M	Buy	+66,150	New	+$3.31M	0.45%	57

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 $3.59B AUM 17.8% 1-Year Est. Return

Sovran Advisors's SPHD Position: Q2 2026 in Review

Sovran Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 55% in Q2 2026, buying an estimated $213K and bringing the position to 12,055 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #326.

Sovran Advisors first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.59M in Q2 2025. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Sovran Advisors held 12,055 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $644K as of Q2 2026.
Sovran Advisors bought 4,264 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $213K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #326 holding.
Sovran Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.59M in Q2 2025.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.