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

Talon 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 Q1	$432K	Buy	+8,710	New	+$438K	0.06%	155

Other funds holding SPHD

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Talon Private Wealth's SPHD Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026: 8,710 shares worth $432K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings.

345 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Talon Private Wealth held 8,710 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $432K as of Q1 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Talon Private Wealth position in Q1 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.06% of Talon Private Wealth's portfolio in Q1 2026, its #155 holding.
345 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.