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

Wealth Alliance’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 Q3	$377K	Buy	7,825 +96	+1%	+$4.98K	0.03%	373
2026 Q2	$393K	Buy	7,729 +96	+1%	+$4.8K	0.03%	377
2026 Q1	$379K	Buy	7,633 +93	+1%	+$4.68K	0.04%	364
2025 Q4	$362K	Buy	7,540 +90	+1%	+$4.34K	0.04%	386
2025 Q3	$368K	Buy	7,450 +75	+1%	+$3.66K	0.04%	368
2025 Q2	$351K	Buy	7,375 +68	+0.9%	+$3.21K	0.04%	366
2025 Q1	$367K	Buy	7,307 +61	+0.8%	+$3K	0.04%	348
2024 Q4	$350K	Buy	7,246 +59	+0.8%	+$2.95K	0.04%	336
2024 Q3	$363K	Buy	7,187 +59	+0.8%	+$2.82K	0.04%	349
2024 Q2	$317K	Buy	7,128 +65	+0.9%	+$2.87K	0.04%	368
2024 Q1	$314K	Buy	7,063 +72	+1%	+$3.06K	0.04%	389
2023 Q4	$297K	Buy	6,991 +88	+1%	+$3.5K	0.04%	385
2023 Q3	$271K	Buy	6,903 +83	+1%	+$3.42K	0.04%	379
2023 Q2	$282K	Buy	6,820 +76	+1%	+$3.13K	0.04%	392
2023 Q1	$285K	Buy	6,744 +68	+1%	+$2.96K	0.05%	381
2022 Q4	$293K	Buy	6,676 +65	+1%	+$2.79K	0.05%	357
2022 Q3	$259K	Buy	6,611 +63	+1%	+$2.78K	0.05%	358
2022 Q2	$289K	Buy	6,548 +60	+0.9%	+$2.8K	0.06%	334
2022 Q1	$306K	Buy	6,488 +61	+0.9%	+$2.78K	0.06%	322
2021 Q4	$291K	Buy	6,427 +58	+0.9%	+$2.52K	0.06%	338
2021 Q3	$270K	Buy	6,369 +54	+0.9%	+$2.36K	0.06%	338
2021 Q2	$278K	Buy	6,315 +51	+0.8%	+$2.28K	0.07%	341
2021 Q1	$269K	Buy	+6,264	New	+$251K	0.08%	320

Other funds holding SPHD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Wealth Alliance's SPHD Position: Q3 2026 in Review

Wealth Alliance increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 1.2% in Q3 2026, buying an estimated $4.98K and bringing the position to 7,825 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #373.

Wealth Alliance first reported a position in SPHD in Q1 2021 and has held it in 23 quarters since. The position peaked at $393K in Q2 2026. 301 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Wealth Alliance held 7,825 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $377K as of Q3 2026.
Wealth Alliance bought 96 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $4.98K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #373 holding.
Wealth Alliance first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2021 and has held it in 23 quarters since.
Wealth Alliance's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $393K in Q2 2026.
301 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.