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

Sunrise Financial Services’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 		$46.9K Buy
922
+311
+51% +$15.5K 0.03% 118
2026
Q1 		$30.3K Hold
611
– – 0.02% 144
2025
Q4 		$29.3K Buy
+611
New +$29.4K 0.02% 133

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Sunrise Financial Services's SPHD Position: Q2 2026 in Review

Sunrise Financial Services increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 51% in Q2 2026, buying an estimated $15.5K and bringing the position to 922 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #118.

Sunrise Financial Services first reported a position in SPHD in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Sunrise Financial Services held 922 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $46.9K as of Q2 2026.
  • Sunrise Financial Services bought 311 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $15.5K.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #118 holding.
  • Sunrise Financial Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

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