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

Wealthcare Advisory Partners’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	$252K	Buy	+5,235	New	+$272K	﹤0.01%	970
2023 Q2	–	Sell	-4,950	Closed	-$209K	–	759
2023 Q1	$209K	Buy	+4,950	New	+$216K	0.01%	677
2022 Q3	–	Sell	-21,478	Closed	-$948K	–	625
2022 Q2	$948K	Sell	21,478 -11,116	-34%	-$518K	0.06%	217
2022 Q1	$1.54M	Buy	32,594 +8,385	+35%	+$382K	0.09%	131
2021 Q4	$1.1M	Buy	+24,209	New	+$1.05M	0.07%	183
2021 Q2	–	Sell	-2,771	Closed	-$119K	–	1685
2021 Q1	$119K	Buy	+2,771	New	+$111K	0.01%	624
2020 Q3	–	Sell	-8,837	Closed	-$291K	–	370
2020 Q2	$291K	Sell	8,837 -54,096	-86%	-$1.76M	0.04%	245
2020 Q1	$1.89M	Sell	62,933 -28,783	-31%	-$1.13M	0.28%	46
2019 Q4	$4.04M	Buy	91,716 +88	+0.1%	+$3.77K	0.51%	31
2019 Q3	$3.91M	Buy	91,628 +4,385	+5%	+$183K	0.57%	30
2019 Q2	$3.67M	Buy	87,243 +2,208	+3%	+$92.9K	0.58%	28
2019 Q1	$3.61M	Buy	85,035 +5,594	+7%	+$231K	0.62%	28
2018 Q4	$3.04M	Buy	79,441 +2,576	+3%	+$104K	0.59%	28
2018 Q3	$3.18M	Buy	76,865 +2,819	+4%	+$117K	0.58%	29
2018 Q2	$3.04M	Buy	74,046 +2,516	+4%	+$101K	0.6%	31
2018 Q1	$2.82M	Buy	71,530 +7,489	+12%	+$305K	0.64%	28
2017 Q4	$2.72M	Buy	64,041 +7,665	+14%	+$321K	0.7%	23
2017 Q3	$2.31M	Buy	+56,376	New	+$2.28M	0.69%	23

Other funds holding SPHD

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

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Wealthcare Advisory Partners's SPHD Position: Q3 2026 in Review

Wealthcare Advisory Partners opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2026: 5,235 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in SPHD as recently as Q1 2023.

Wealthcare Advisory Partners first reported a position in SPHD in Q3 2017 and has held it in 18 quarters since. The position peaked at $4.04M in Q4 2019. 124 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Wealthcare Advisory Partners held 5,235 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $252K as of Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF was a new Wealthcare Advisory Partners position in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #970 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2017 and has held it in 18 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $4.04M in Q4 2019.
124 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.