SPW
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Surience Private Wealth’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Surience Private Wealth’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 		$3.42M Buy
+67,334
New +$3.37M 3.01% 12

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Surience Private Wealth's SPHD Position: Q2 2026 in Review

Surience Private Wealth opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 67,334 shares worth $3.42M. The stake represents 3.01% of the portfolio and ranks #12 among its holdings.

110 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Surience Private Wealth held 67,334 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $3.42M as of Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Surience Private Wealth position in Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 3.01% of Surience Private Wealth's portfolio in Q2 2026, its #12 holding.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.