Stratos Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Stratos Wealth Advisors’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
2025 Q4	–	Sell	-15,625	Closed	-$773K	–	705
2025 Q3	$773K	Buy	15,625 +3,204	+26%	+$156K	0.04%	366
2025 Q2	$591K	Buy	12,421 +2,201	+22%	+$104K	0.03%	420
2025 Q1	$513K	Buy	10,220 +4,754	+87%	+$234K	0.03%	428
2024 Q4	$264K	Buy	+5,466	New	+$273K	0.01%	605
2022 Q3	–	Sell	-27,296	Closed	-$1.21M	–	535
2022 Q2	$1.21M	Sell	27,296 -10,881	-29%	-$507K	0.11%	236
2022 Q1	$1.8M	Buy	+38,177	New	+$1.74M	0.15%	177

Other funds holding SPHD

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Stratos Wealth Advisors's SPHD Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 15,625 shares — an estimated $773K sold.

Stratos Wealth Advisors first reported a position in SPHD in Q1 2022 and held it in 6 quarters. The position peaked at $1.8M in Q1 2022. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

Stratos Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 15,625 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $773K.
Stratos Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and held it in 6 quarters.
Stratos Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.8M in Q1 2022.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.