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

StoneX Group’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 		$727K Buy
+14,673
New +$762K 0.03% 512
2023
Q4 		– Sell
-5,639
Closed -$221K – 708
2023
Q3 		$221K Sell
5,639
-2,502
-31% -$103K 0.02% 495
2023
Q2 		$337K Sell
8,141
-3,767
-32% -$155K 0.03% 376
2023
Q1 		$503K Buy
11,908
+1,970
+20% +$85.8K 0.05% 298
2022
Q4 		$436K Buy
9,938
+2,800
+39% +$120K 0.05% 319
2022
Q3 		$279K Sell
7,138
-598
-8% -$26.4K 0.04% 377
2022
Q2 		$341K Sell
7,736
-2,278
-23% -$106K 0.04% 382
2022
Q1 		$473K Buy
+10,014
New +$456K 0.04% 373
2019
Q4 		– Sell
-7,148
Closed -$305K – 313
2019
Q3 		$305K Buy
+7,148
New +$298K 0.19% 173
2018
Q2 		– Sell
-10,158
Closed -$401K – 229
2018
Q1 		$401K Sell
10,158
-174
-2% -$7.1K 0.38% 96
2017
Q4 		$438K Sell
10,332
-248
-2% -$10.4K 0.46% 68
2017
Q3 		$434K Sell
10,580
-9,564
-47% -$386K 0.54% 63
2017
Q2 		$810K Buy
+20,144
New +$810K 0.25% 140
2017
Q1 		– Sell
-13,105
Closed -$513K – 71
2016
Q4 		$513K Sell
13,105
-1,526
-10% -$58.6K 0.9% 56
2016
Q3 		$569K Buy
+14,631
New +$572K 1.27% 32

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Madrid Financial Services
Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

StoneX Group's SPHD Position: Q3 2026 in Review

StoneX Group opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2026: 14,673 shares worth $727K. The stake represents 0.03% of the portfolio and ranks #512 among its holdings. This is a return to the name: StoneX Group previously reported a position in SPHD as recently as Q3 2023.

StoneX Group first reported a position in SPHD in Q3 2016 and has held it in 15 quarters since. The position peaked at $810K in Q2 2017. 183 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

  • StoneX Group held 14,673 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $727K as of Q3 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new StoneX Group position in Q3 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of StoneX Group's portfolio in Q3 2026, its #512 holding.
  • StoneX Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2016 and has held it in 15 quarters since.
  • StoneX Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $810K in Q2 2017.
  • 183 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.