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

Triad Wealth Partners’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 		– Sell
-25,122
Closed -$1.25M – 604
2026
Q1 		$1.25M Buy
25,122
+18,464
+277% +$929K 0.1% 144
2025
Q4 		$320K Buy
+6,658
New +$321K 0.03% 370

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Triad Wealth Partners's SPHD Position: Q2 2026 in Review

Triad Wealth Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 25,122 shares — an estimated $1.25M sold.

Triad Wealth Partners first reported a position in SPHD in Q4 2025 and held it in 2 quarters. The position peaked at $1.25M in Q1 2026. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Triad Wealth Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 25,122 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1.25M.
  • Triad Wealth Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.25M in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.