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

Wealthfront Advisers’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	$677K	Buy	13,653 +2,414	+21%	+$121K	﹤0.01%	779
2025 Q4	$539K	Buy	11,239 +407	+4%	+$19.6K	﹤0.01%	805
2025 Q3	$536K	Sell	10,832 -107	-1%	-$5.22K	﹤0.01%	809
2025 Q2	$520K	Buy	10,939 +2,266	+26%	+$107K	﹤0.01%	788
2025 Q1	$436K	Buy	8,673 +160	+2%	+$7.88K	﹤0.01%	798
2024 Q4	$411K	Buy	8,513 +1,164	+16%	+$58.2K	﹤0.01%	801
2024 Q3	$372K	Buy	7,349 +2,224	+43%	+$106K	﹤0.01%	805
2024 Q2	$228K	Buy	+5,125	New	+$226K	﹤0.01%	836
2024 Q1	–	Sell	-4,890	Closed	-$207K	–	882
2023 Q4	$207K	Buy	+4,890	New	+$195K	﹤0.01%	835

Other funds holding SPHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers's SPHD Position: Q1 2026 in Review

Wealthfront Advisers increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 21% in Q1 2026, buying an estimated $121K and bringing the position to 13,653 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Wealthfront Advisers first reported a position in SPHD in Q4 2023 and has held it in 9 quarters since. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Wealthfront Advisers held 13,653 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $677K as of Q1 2026.
Wealthfront Advisers bought 2,414 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $121K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #779 holding.
Wealthfront Advisers first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and has held it in 9 quarters since.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.