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

ViaWealth’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 Q1	$1.98M	Buy	39,847 +2,808	+8%	+$141K	1.1%	25
2025 Q4	$1.78M	Buy	37,039 +11,410	+45%	+$550K	1%	27
2025 Q3	$1.27M	Buy	+25,629	New	+$1.25M	0.69%	41
2024 Q4	–	Sell	-3,993	Closed	-$202K	–	153
2024 Q3	$202K	Buy	+3,993	New	+$191K	0.12%	148
2023 Q1	–	Sell	-4,472	Closed	-$201K	–	160
2022 Q4	$201K	Buy	+4,472	New	+$192K	0.17%	154

Other funds holding SPHD

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ViaWealth's SPHD Position: Q1 2026 in Review

ViaWealth increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 7.6% in Q1 2026, buying an estimated $141K and bringing the position to 39,847 shares worth $1.98M. The position accounts for 1.1% of the portfolio, ranked #25.

ViaWealth first reported a position in SPHD in Q4 2022 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

ViaWealth held 39,847 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.98M as of Q1 2026.
ViaWealth bought 2,808 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $141K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 1.1% of ViaWealth's portfolio in Q1 2026, its #25 holding.
ViaWealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and has held it in 5 quarters since.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.