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

Summit Financial’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	$252K	Buy	4,957 +45	+0.9%	+$2.25K	﹤0.01%	1408
2026 Q1	$244K	Buy	4,912 +649	+15%	+$32.7K	﹤0.01%	1273
2025 Q4	$205K	Buy	4,263 +24	+0.6%	+$1.16K	﹤0.01%	1238
2025 Q3	$210K	Sell	4,239 -879	-17%	-$42.9K	﹤0.01%	1187
2025 Q2	$243K	Buy	+5,118	New	+$242K	0.01%	736

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 $3.62B AUM 24.8% 1-Year Est. Return

Summit Financial's SPHD Position: Q2 2026 in Review

Summit Financial increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.92% in Q2 2026, buying an estimated $2.25K and bringing the position to 4,957 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Summit Financial first reported a position in SPHD in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Summit Financial held 4,957 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $252K as of Q2 2026.
Summit Financial bought 45 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.25K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1408 holding.
Summit Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.