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

Westbourne Investments’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	$284K	Buy	5,579 +1,379	+33%	+$68.9K	0.12%	113
2026 Q1	$208K	Buy	+4,200	New	+$211K	0.1%	133

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

Westbourne Investments's SPHD Position: Q2 2026 in Review

Westbourne Investments increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 33% in Q2 2026, buying an estimated $68.9K and bringing the position to 5,579 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #113.

Westbourne Investments first reported a position in SPHD in Q1 2026 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Westbourne Investments held 5,579 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $284K as of Q2 2026.
Westbourne Investments bought 1,379 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $68.9K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.12% of Westbourne Investments's portfolio in Q2 2026, its #113 holding.
Westbourne Investments first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.