Wealth Enhancement Advisory Services
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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
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

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return