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 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

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

Wealth Enhancement Advisory Services's SPHD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 48% in Q2 2026, buying an estimated $2.48M and bringing the position to 153,301 shares worth $7.94M. The position accounts for 0.01% of the portfolio, ranked #780.

Wealth Enhancement Advisory Services first reported a position in SPHD in Q3 2023 and has held it in 12 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Wealth Enhancement Advisory Services held 153,301 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $7.94M as of Q2 2026.
Wealth Enhancement Advisory Services bought 49,629 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $2.48M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #780 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 12 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.