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

Symphony 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	$276K	Buy	+5,349	New	+$267K	0.03%	281
2020 Q2	–	Sell	-52,096	Closed	-$1.6M	–	143
2020 Q1	$1.6M	Buy	+52,096	New	+$2.04M	1.1%	23

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Symphony Financial's SPHD Position: Q2 2026 in Review

Symphony Financial opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 5,349 shares worth $276K. The stake represents 0.03% of the portfolio and ranks #281 among its holdings. This is a return to the name: Symphony Financial previously reported a position in SPHD as recently as Q1 2020.

Symphony Financial first reported a position in SPHD in Q1 2020 and has held it in 2 quarters since. The position peaked at $1.6M in Q1 2020. 303 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Symphony Financial held 5,349 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $276K as of Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Symphony Financial position in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #281 holding.
Symphony Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and has held it in 2 quarters since.
Symphony Financial's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.6M in Q1 2020.
303 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.