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

Wealth Enhancement Advisory Services’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	$6.09M	Sell	124,866 -28,435	-19%	-$1.48M	0.01%	982
2026 Q2	$7.94M	Buy	153,301 +49,629	+48%	+$2.48M	0.01%	780
2026 Q1	$5.14M	Sell	103,672 -36,522	-26%	-$1.84M	0.01%	888
2025 Q4	$6.77M	Buy	140,194 +57,564	+70%	+$2.77M	0.01%	874
2025 Q3	$4.07M	Buy	82,630 +334	+0.4%	+$16.3K	0.01%	1048
2025 Q2	$4.01M	Sell	82,296 -14,930	-15%	-$706K	0.01%	1002
2025 Q1	$4.88M	Sell	97,226 -41,414	-30%	-$2.04M	0.01%	845
2024 Q4	$6.7M	Buy	138,640 +28,198	+26%	+$1.41M	0.01%	699
2024 Q3	$5.59M	Buy	110,442 +37,579	+52%	+$1.8M	0.01%	690
2024 Q2	$3.24M	Sell	72,863 -6,762	-8%	-$299K	0.01%	824
2024 Q1	$3.54M	Sell	79,625 -9,525	-11%	-$405K	0.01%	762
2023 Q4	$3.78M	Buy	89,150 +63,856	+252%	+$2.54M	0.01%	684
2023 Q3	$991K	Buy	+25,294	New	+$1.04M	﹤0.01%	1098

Other funds holding SPHD

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPHD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 19% in Q3 2026, selling an estimated $1.48M and leaving 124,866 shares worth $6.09M. The position accounts for 0.01% of the portfolio, ranked #982.

Wealth Enhancement Advisory Services first reported a position in SPHD in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.94M in Q2 2026. 111 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Wealth Enhancement Advisory Services held 124,866 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $6.09M as of Q3 2026.
Wealth Enhancement Advisory Services sold 28,435 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $1.48M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #982 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $7.94M in Q2 2026.
111 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.