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

SteelPeak 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	$559K	Buy	10,993 +2,278	+26%	+$114K	0.01%	409
2026 Q1	$432K	Sell	8,715 -131,521	-94%	-$6.62M	0.01%	399
2025 Q4	$6.73M	Buy	140,236 +128,786	+1,125%	+$6.21M	0.22%	86
2025 Q3	$566K	Sell	11,450 -9,133	-44%	-$445K	0.02%	372
2025 Q2	$979K	Sell	20,583 -25,653	-55%	-$1.21M	0.04%	260
2025 Q1	$2.32M	Sell	46,236 -28,670	-38%	-$1.41M	0.1%	166
2024 Q4	$3.62M	Buy	74,906 +53,100	+244%	+$2.66M	0.15%	112
2024 Q3	$1.1M	Buy	+21,806	New	+$1.04M	0.05%	221
2024 Q1	–	Sell	-34,222	Closed	-$1.45M	–	543
2023 Q4	$1.45M	Buy	34,222 +24,326	+246%	+$969K	0.08%	169
2023 Q3	$388K	Buy	9,896 +600	+6%	+$24.7K	0.02%	290
2023 Q2	$384K	Sell	9,296 -369	-4%	-$15.2K	0.02%	287
2023 Q1	$408K	Sell	9,665 -25,065	-72%	-$1.09M	0.03%	263
2022 Q4	$1.52M	Buy	34,730 +24,815	+250%	+$1.07M	0.11%	141
2022 Q3	$388K	Sell	9,915 -4,000	-29%	-$176K	0.03%	292
2022 Q2	$614K	Buy	13,915 +290	+2%	+$13.5K	0.04%	224
2022 Q1	$643K	Sell	13,625 -4,900	-26%	-$223K	0.04%	244
2021 Q4	$839K	Buy	18,525 +4,925	+36%	+$214K	0.05%	194
2021 Q3	$576K	Hold	13,600	–	–	0.04%	237
2021 Q2	$599K	Hold	13,600	–	–	0.04%	244
2021 Q1	$583K	Sell	13,600 -1,631	-11%	-$65.5K	0.05%	213
2020 Q4	$572K	Buy	+15,231	New	+$545K	0.05%	199
2020 Q1	–	Sell	-61,115	Closed	-$2.69M	–	299
2019 Q4	$2.69M	Buy	+61,115	New	+$2.62M	0.37%	65

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

SteelPeak Wealth's SPHD Position: Q2 2026 in Review

SteelPeak Wealth increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 26% in Q2 2026, buying an estimated $114K and bringing the position to 10,993 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #409.

SteelPeak Wealth first reported a position in SPHD in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.73M in Q4 2025. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

SteelPeak Wealth held 10,993 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $559K as of Q2 2026.
SteelPeak Wealth bought 2,278 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $114K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #409 holding.
SteelPeak Wealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2019 and has held it in 22 quarters since.
SteelPeak Wealth's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $6.73M in Q4 2025.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.