VVP
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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
Q3 		$4.29M Hold
89,083
– – 0.11% 172
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Venture Visionary Partners's SPHD Position: Q3 2026 in Review

Venture Visionary Partners held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 89,083 shares worth $4.29M. The position accounts for 0.11% of the portfolio, ranked #172.

Venture Visionary Partners first reported a position in SPHD in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.53M in Q2 2026. 16 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

  • Venture Visionary Partners held 89,083 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $4.29M as of Q3 2026.
  • Venture Visionary Partners left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.11% of Venture Visionary Partners's portfolio in Q3 2026, its #172 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 15 quarters since.
  • Venture Visionary Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4.53M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.