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

Vima LLC’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 		$137K Buy
+2,702
New +$135K 0.13% 104
2024
Q2 		– Sell
-5,626
Closed -$237K – 327
2024
Q1 		$237K Buy
5,626
+203
+4% +$8.63K 0.27% 38
2023
Q4 		$230K Buy
+5,423
New +$216K 0.53% 48

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Vima LLC's SPHD Position: Q2 2026 in Review

Vima LLC opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 2,702 shares worth $137K. The stake represents 0.13% of the portfolio and ranks #104 among its holdings. This is a return to the name: Vima LLC previously reported a position in SPHD as recently as Q1 2024.

Vima LLC first reported a position in SPHD in Q4 2023 and has held it in 3 quarters since. The position peaked at $237K in Q1 2024. 163 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Vima LLC held 2,702 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $137K as of Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Vima LLC position in Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.13% of Vima LLC's portfolio in Q2 2026, its #104 holding.
  • Vima LLC first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $237K in Q1 2024.
  • 163 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.