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

Strategic Financial Concepts’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 		$2.76M Buy
+54,294
New +$2.71M 0.82% 30

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strategic Financial Concepts's SPHD Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 54,294 shares worth $2.76M. The stake represents 0.82% of the portfolio and ranks #30 among its holdings.

204 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Strategic Financial Concepts held 54,294 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.76M as of Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Strategic Financial Concepts position in Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.82% of Strategic Financial Concepts's portfolio in Q2 2026, its #30 holding.
  • 204 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.