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

Triton Wealth Management’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	$253K	Buy	4,904 +389	+9%	+$19.4K	0.08%	107
2026 Q1	$223K	Buy	4,515 +355	+9%	+$17.9K	0.08%	114
2025 Q4	$209K	Sell	4,160 -677	-14%	-$32.6K	0.08%	117
2025 Q3	$229K	Sell	4,837 -315	-6%	-$15.4K	0.09%	105
2025 Q2	$252K	Buy	+5,152	New	+$244K	0.11%	93
2024 Q4	$337K	Buy	6,712 +661	+11%	+$33.1K	0.17%	63
2024 Q3	$306K	Buy	+6,051	New	+$290K	0.17%	63

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Triton Wealth Management's SPHD Position: Q2 2026 in Review

Triton Wealth Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 8.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,904 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #107.

Triton Wealth Management first reported a position in SPHD in Q3 2024 and has held it in 7 quarters since. The position peaked at $337K in Q4 2024. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Triton Wealth Management held 4,904 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $253K as of Q2 2026.
Triton Wealth Management bought 389 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $19.4K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.08% of Triton Wealth Management's portfolio in Q2 2026, its #107 holding.
Triton Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and has held it in 7 quarters since.
Triton Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $337K in Q4 2024.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.