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

Vision Financial Markets’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	$19.7K	Hold	384	–	–	0.02%	196
2026 Q1	$19.1K	Hold	384	–	–	0.02%	183
2025 Q4	$18.4K	Hold	384	–	–	0.02%	176
2025 Q3	$19K	Hold	384	–	–	0.02%	197
2025 Q2	$18.3K	Hold	384	–	–	0.02%	190
2025 Q1	$19.3K	Hold	384	–	–	0.02%	169
2024 Q4	$18.6K	Buy	+384	New	+$19.2K	0.02%	148

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

Vision Financial Markets's SPHD Position: Q2 2026 in Review

Vision Financial Markets held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 384 shares worth $19.7K. The position accounts for 0.02% of the portfolio, ranked #196.

Vision Financial Markets first reported a position in SPHD in Q4 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Vision Financial Markets held 384 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $19.7K as of Q2 2026.
Vision Financial Markets left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #196 holding.
Vision Financial Markets first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and has held it in 7 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 Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.