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

Tyler-Stone 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
2025 Q2	$243K	Hold	5,100	–	–	0.04%	300
2025 Q1	$256K	Hold	5,100	–	–	0.05%	280
2024 Q4	$246K	Hold	5,100	–	–	0.04%	284
2024 Q3	$258K	Buy	5,100 +2,550	+100%	+$122K	0.05%	275
2024 Q2	$113K	Hold	2,550	–	–	0.05%	264
2024 Q1	$113K	Sell	2,550 -200	-7%	-$8.51K	0.05%	257
2023 Q4	$117K	Hold	2,750	–	–	0.06%	246
2023 Q3	$108K	Hold	2,750	–	–	0.06%	244
2023 Q2	$114K	Buy	+2,750	New	+$113K	0.06%	234
2022 Q4	$134K	Hold	3,050	–	–	0.09%	195
2022 Q3	$119K	Hold	3,050	–	–	0.09%	192
2022 Q2	$135K	Hold	3,050	–	–	0.09%	199
2022 Q1	$144K	Hold	3,050	–	–	0.08%	212
2021 Q4	$138K	Buy	+3,050	New	+$133K	0.07%	230

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Tyler-Stone Wealth Management's SPHD Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2025 at 5,100 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #300.

Tyler-Stone Wealth Management first reported a position in SPHD in Q4 2021 and has held it in 14 quarters since. The position peaked at $258K in Q3 2024. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

Tyler-Stone Wealth Management held 5,100 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $243K as of Q2 2025.
Tyler-Stone Wealth Management left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2025.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #300 holding.
Tyler-Stone Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $258K in Q3 2024.
339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.