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

Strategic Investment Solutions’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	$15.3K	Hold	300	–	–	﹤0.01%	391
2026 Q1	$14.9K	Hold	300	–	–	﹤0.01%	380
2025 Q4	$14.4K	Hold	300	–	–	﹤0.01%	353
2025 Q3	$14.8K	Hold	300	–	–	﹤0.01%	330
2025 Q2	$14.3K	Hold	300	–	–	﹤0.01%	316
2025 Q1	$15.1K	Hold	300	–	–	﹤0.01%	321
2024 Q4	$14.5K	Hold	300	–	–	﹤0.01%	344
2024 Q3	$15.2K	Hold	300	–	–	﹤0.01%	316
2024 Q2	$12.9K	Buy	+300	New	+$13.2K	﹤0.01%	321
2023 Q4	$12.7K	Sell	300 -18,600	-98%	-$741K	﹤0.01%	721
2023 Q3	$779K	Buy	18,900 +18,600	+6,200%	+$767K	0.01%	342
2023 Q2	$11.8K	Hold	300	–	–	﹤0.01%	538
2023 Q1	$12.7K	Buy	+300	New	+$13.1K	﹤0.01%	611

Other funds holding SPHD

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return