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

Tyche 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	$2.1M	Sell	41,395 -472	-1%	-$23.6K	0.3%	72
2026 Q1	$2.08M	Buy	41,867 +27	+0.1%	+$1.36K	0.32%	62
2025 Q4	$2.01M	Sell	41,840 -143	-0.3%	-$6.89K	0.32%	69
2025 Q3	$2.08M	Sell	41,983 -773	-2%	-$37.7K	0.36%	61
2025 Q2	$2.03M	Sell	42,756 -1,854	-4%	-$87.6K	0.41%	53
2025 Q1	$2.24M	Buy	44,610 +600	+1%	+$29.5K	0.49%	45
2024 Q4	$2.13M	Sell	44,010 -3,008	-6%	-$150K	0.45%	47
2024 Q3	$2.38M	Buy	47,018 +21	+0%	+$1K	0.54%	40
2024 Q2	$2.09M	Sell	46,997 -3,287	-7%	-$145K	0.51%	42
2024 Q1	$2.23M	Sell	50,284 -2,078	-4%	-$88.4K	0.55%	41
2023 Q4	$2.22M	Buy	+52,362	New	+$2.08M	0.54%	39

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

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

Tyche Wealth Partners reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.1% in Q2 2026, selling an estimated $23.6K and leaving 41,395 shares worth $2.1M. The position accounts for 0.3% of the portfolio, ranked #72.

Tyche Wealth Partners first reported a position in SPHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q3 2024. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Tyche Wealth Partners held 41,395 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.1M as of Q2 2026.
Tyche Wealth Partners sold 472 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $23.6K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.3% of Tyche Wealth Partners's portfolio in Q2 2026, its #72 holding.
Tyche Wealth Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.38M in Q3 2024.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.