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

Strategic Advocates’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 Q1	–	Sell	-17	Closed	-$821	–	561
2025 Q4	$821	Hold	17	–	–	﹤0.01%	526
2025 Q3	$841	Buy	+17	New	+$829	﹤0.01%	506
2024 Q1	–	Sell	-6,551	Closed	-$278K	–	168
2023 Q4	$278K	Sell	6,551 -3,649	-36%	-$145K	0.12%	114
2023 Q3	$400K	Buy	+10,200	New	+$420K	0.19%	93

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Advocates's SPHD Position: Q1 2026 in Review

Strategic Advocates sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026, closing a stake of 17 shares — an estimated $821 sold.

Strategic Advocates first reported a position in SPHD in Q3 2023 and held it in 4 quarters. The position peaked at $400K in Q3 2023. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Strategic Advocates reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 17 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $821.
Strategic Advocates first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2023 and held it in 4 quarters.
Strategic Advocates's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $400K in Q3 2023.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.