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

Stonebridge Wealth Management’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	$2.36M	Buy	49,030 +812	+2%	+$42.2K	2.1%	13
2026 Q2	$2.45M	Sell	48,218 -1,263	-3%	-$63.1K	2.19%	12
2026 Q1	$2.45M	Sell	49,481 -846	-2%	-$42.6K	2.35%	11
2025 Q4	$2.42M	Sell	50,327 -13,897	-22%	-$670K	2.28%	12
2025 Q3	$3.18M	Sell	64,224 -817	-1%	-$39.8K	2.72%	13
2025 Q2	$3.09M	Buy	+65,041	New	+$3.07M	2.92%	11

Other funds holding SPHD

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

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Stonebridge Wealth Management's SPHD Position: Q3 2026 in Review

Stonebridge Wealth Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.7% in Q3 2026, buying an estimated $42.2K and bringing the position to 49,030 shares worth $2.36M. The position accounts for 2.1% of the portfolio, ranked #13.

Stonebridge Wealth Management first reported a position in SPHD in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.18M in Q3 2025. 55 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Stonebridge Wealth Management held 49,030 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.36M as of Q3 2026.
Stonebridge Wealth Management bought 812 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $42.2K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 2.1% of Stonebridge Wealth Management's portfolio in Q3 2026, its #13 holding.
Stonebridge Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2025 and has held it in 6 quarters since.
Stonebridge Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.18M in Q3 2025.
55 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.