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

Tidemark’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 		$59.9K Hold
1,207
– – 0.02% 250
2025
Q4 		$57.9K Hold
1,207
– – 0.02% 224
2025
Q3 		$59.7K Hold
1,207
– – 0.02% 227
2025
Q2 		$57.4K Hold
1,207
– – 0.02% 224
2025
Q1 		$60.6K Hold
1,207
– – 0.02% 219
2024
Q4 		$58.3K Hold
1,207
– – 0.02% 218
2024
Q3 		$61K Hold
1,207
– – 0.03% 204
2024
Q2 		$53.6K Hold
1,207
– – 0.02% 201
2024
Q1 		$53.6K Hold
1,207
– – 0.03% 223
2023
Q4 		$51.2K Buy
+1,207
New +$48.1K 0.03% 218

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return