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

WBH Advisory’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 		$491K Hold
9,663
– – 0.03% 254
2026
Q1 		$478K Hold
9,663
– – 0.04% 241
2025
Q4 		$464K Hold
9,663
– – 0.03% 244
2025
Q3 		$478K Hold
9,663
– – 0.04% 242
2025
Q2 		$460K Buy
+9,663
New +$457K 0.04% 236

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 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 22.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

WBH Advisory's SPHD Position: Q2 2026 in Review

WBH Advisory held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 9,663 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #254.

WBH Advisory first reported a position in SPHD in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • WBH Advisory held 9,663 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $491K as of Q2 2026.
  • WBH Advisory 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 0.03% of WBH Advisory's portfolio in Q2 2026, its #254 holding.
  • WBH Advisory first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.