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 Q2	$2.11M	Buy	41,524 +1,677	+4%	+$83.8K	1.06%	29
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

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

ViaWealth's SPHD Position: Q2 2026 in Review

ViaWealth increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 4.2% in Q2 2026, buying an estimated $83.8K and bringing the position to 41,524 shares worth $2.11M. The position accounts for 1.06% of the portfolio, ranked #29.

ViaWealth first reported a position in SPHD in Q4 2022 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

ViaWealth held 41,524 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.11M as of Q2 2026.
ViaWealth bought 1,677 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $83.8K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 1.06% of ViaWealth's portfolio in Q2 2026, its #29 holding.
ViaWealth first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and has held it in 6 quarters since.
357 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.