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

BCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

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

Strategic Investment Solutions's SPHD Position: Q2 2026 in Review

Strategic Investment Solutions held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 300 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Strategic Investment Solutions first reported a position in SPHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $779K in Q3 2023. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Strategic Investment Solutions held 300 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $15.3K as of Q2 2026.
Strategic Investment Solutions left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #391 holding.
Strategic Investment Solutions first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $779K in Q3 2023.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.