Wealthspire Advisors (New York)’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Wealthspire Advisors (New York)’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	$656K	Sell	13,218 -354	-3%	-$17.8K	0.01%	500
2025 Q4	$651K	Hold	13,572	–	–	0.01%	534
2025 Q3	$671K	Sell	13,572 -626	-4%	-$30.5K	﹤0.01%	472
2025 Q2	$675K	Hold	14,198	–	–	﹤0.01%	467
2025 Q1	$713K	Sell	14,198 -441	-3%	-$21.7K	﹤0.01%	446
2024 Q4	$707K	Buy	14,639 +711	+5%	+$35.6K	0.01%	437
2024 Q3	$704K	Hold	13,928	–	–	0.01%	433
2024 Q2	$619K	Buy	+13,928	New	+$615K	0.01%	388

Other funds holding SPHD

LPL Financial San Diego, California $445B AUM 25.58% 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

Wealthspire Advisors (New York)'s SPHD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 2.6% in Q1 2026, selling an estimated $17.8K and leaving 13,218 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #500.

Wealthspire Advisors (New York) first reported a position in SPHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $713K in Q1 2025. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Wealthspire Advisors (New York) held 13,218 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $656K as of Q1 2026.
Wealthspire Advisors (New York) sold 354 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $17.8K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #500 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $713K in Q1 2025.
343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.