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

Univest Financial’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	-4,247	Closed	-$211K	–	279
2026 Q1	$211K	Sell	4,247 -3,612	-46%	-$182K	0.01%	247
2025 Q4	$377K	Sell	7,859 -315	-4%	-$15.2K	0.02%	218
2025 Q3	$404K	Sell	8,174 -792	-9%	-$38.6K	0.02%	204
2025 Q2	$426K	Hold	8,966	–	–	0.03%	199
2025 Q1	$450K	Sell	8,966 -2,728	-23%	-$134K	0.03%	206
2024 Q4	$565K	Buy	+11,694	New	+$585K	0.04%	193

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 $3.59B AUM 17.8% 1-Year Est. Return

Univest Financial's SPHD Position: Q2 2026 in Review

Univest Financial sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 4,247 shares — an estimated $211K sold.

Univest Financial first reported a position in SPHD in Q4 2024 and held it in 6 quarters. The position peaked at $565K in Q4 2024. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Univest Financial reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Univest Financial sold 4,247 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $211K.
Univest Financial first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and held it in 6 quarters.
Univest Financial's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $565K in Q4 2024.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.