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 Q2	$802K	Buy	15,769 +2,116	+15%	+$106K	﹤0.01%	764
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

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

Wealthfront Advisers's SPHD Position: Q2 2026 in Review

Wealthfront Advisers increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 15% in Q2 2026, buying an estimated $106K and bringing the position to 15,769 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Wealthfront Advisers first reported a position in SPHD in Q4 2023 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Wealthfront Advisers held 15,769 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $802K as of Q2 2026.
Wealthfront Advisers bought 2,116 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $106K.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #764 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 10 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 Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.