Thurston Springer Miller Herd & Titak’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Thurston Springer Miller Herd & Titak’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	$50.4K	Buy	991 +7	+0.7%	+$350	0.02%	471
2026 Q1	$48.8K	Sell	984 -693	-41%	-$34.9K	0.02%	545
2025 Q4	$80.5K	Buy	+1,677	New	+$80.8K	0.03%	401
2025 Q3	–	Sell	-1,822	Closed	-$86.8K	–	1250
2025 Q2	$86.8K	Buy	1,822 +1,399	+331%	+$66.1K	0.01%	534
2025 Q1	$21.3K	Buy	423 +4	+1%	+$197	﹤0.01%	859
2024 Q4	$20.3K	Buy	419 +22	+6%	+$1.1K	﹤0.01%	724
2024 Q3	$20.1K	Buy	397 +3	+0.8%	+$144	0.01%	819
2024 Q2	$17.5K	Buy	+394	New	+$17.4K	0.01%	847

Other funds holding SPHD

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return