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

Venture Visionary 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	$4.53M	Buy	89,083 +50	+0.1%	+$2.5K	0.13%	160
2026 Q1	$4.42M	Buy	89,033 +9,648	+12%	+$486K	0.15%	150
2025 Q4	$3.81M	Sell	79,385 -11	-0%	-$530	0.12%	152
2025 Q3	$3.93M	Buy	79,396 +13	+0%	+$634	0.13%	146
2025 Q2	$3.78M	Buy	79,383 +12	+0%	+$567	0.14%	140
2025 Q1	$3.99M	Buy	79,371 +18	+0%	+$886	0.17%	131
2024 Q4	$3.83M	Sell	79,353 -78	-0.1%	-$3.9K	0.16%	133
2024 Q3	$4.02M	Buy	79,431 +10,334	+15%	+$495K	0.17%	125
2024 Q2	$3.07M	Buy	69,097 +2,082	+3%	+$91.9K	0.14%	147
2024 Q1	$2.98M	Buy	67,015 +10	+0%	+$425	0.14%	150
2023 Q4	$2.84M	Buy	67,005 +3,539	+6%	+$141K	0.15%	143
2023 Q3	$2.49M	Buy	63,466 +622	+1%	+$25.6K	0.15%	141
2023 Q2	$2.6M	Buy	+62,844	New	+$2.58M	0.15%	137
2022 Q3	–	Sell	-1,114	Closed	-$49.2K	–	1386
2022 Q2	$49.2K	Buy	+1,114	New	+$51.9K	﹤0.01%	807

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

Venture Visionary Partners's SPHD Position: Q2 2026 in Review

Venture Visionary Partners increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.06% in Q2 2026, buying an estimated $2.5K and bringing the position to 89,083 shares worth $4.53M. The position accounts for 0.13% of the portfolio, ranked #160.

Venture Visionary Partners first reported a position in SPHD in Q2 2022 and has held it in 14 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Venture Visionary Partners held 89,083 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $4.53M as of Q2 2026.
Venture Visionary Partners bought 50 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.5K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.13% of Venture Visionary Partners's portfolio in Q2 2026, its #160 holding.
Venture Visionary Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and has held it in 14 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.