Western Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Western Wealth Management’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	$1.01M	Buy	19,953 +72	+0.4%	+$3.6K	0.03%	470
2026 Q1	$986K	Sell	19,881 -359	-2%	-$18.1K	0.04%	446
2025 Q4	$971K	Buy	20,240 +4,042	+25%	+$195K	0.04%	359
2025 Q3	$801K	Sell	16,198 -1,224	-7%	-$59.7K	0.04%	346
2025 Q2	$829K	Sell	17,422 -30	-0.2%	-$1.42K	0.05%	313
2025 Q1	$877K	Buy	17,452 +19	+0.1%	+$935	0.06%	276
2024 Q4	$842K	Buy	17,433 +307	+2%	+$15.4K	0.05%	344
2024 Q3	$866K	Buy	17,126 +386	+2%	+$18.5K	0.05%	335
2024 Q2	$744K	Buy	16,740 +845	+5%	+$37.3K	0.06%	281
2024 Q1	$706K	Buy	15,895 +216	+1%	+$9.19K	0.05%	289
2023 Q4	$665K	Sell	15,679 -335	-2%	-$13.3K	0.05%	349
2023 Q3	$628K	Sell	16,014 -1,714	-10%	-$70.6K	0.05%	334
2023 Q2	$733K	Sell	17,728 -8,579	-33%	-$353K	0.06%	301
2023 Q1	$1.11M	Buy	26,307 +4,268	+19%	+$186K	0.1%	214
2022 Q4	$966K	Sell	22,039 -24,208	-52%	-$1.04M	0.1%	227
2022 Q3	$1.81M	Sell	46,247 -3,991	-8%	-$176K	0.1%	194
2022 Q2	$2.21M	Buy	50,238 +11,513	+30%	+$536K	0.13%	169
2022 Q1	$1.83M	Buy	38,725 +19,180	+98%	+$874K	0.09%	215
2021 Q4	$886K	Buy	+19,545	New	+$851K	0.09%	214
2021 Q2	$758K	Sell	17,258 -117	-0.7%	-$5.22K	0.08%	265
2021 Q1	$745K	Sell	17,375 -375	-2%	-$15.1K	0.1%	204
2020 Q4	$667K	Sell	17,750 -1,992	-10%	-$71.3K	0.1%	206
2020 Q3	$651K	Buy	19,742 +422	+2%	+$14.2K	0.11%	199
2020 Q2	$636K	Sell	19,320 -487	-2%	-$15.8K	0.12%	187
2020 Q1	$593K	Buy	19,807 +37	+0.2%	+$1.45K	0.14%	164
2019 Q4	$870K	Buy	19,770 +2,230	+13%	+$95.6K	0.13%	150
2019 Q3	$750K	Buy	17,540 +718	+4%	+$30K	0.16%	147
2019 Q2	$708K	Buy	16,822 +1,228	+8%	+$51.6K	0.09%	175
2019 Q1	$659K	Sell	15,594 -1,541	-9%	-$63.5K	0.15%	165
2018 Q4	$658K	Buy	+17,135	New	+$692K	0.18%	143

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

Western Wealth Management's SPHD Position: Q2 2026 in Review

Western Wealth Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.36% in Q2 2026, buying an estimated $3.6K and bringing the position to 19,953 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #470.

Western Wealth Management first reported a position in SPHD in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.21M in Q2 2022. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Western Wealth Management held 19,953 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.01M as of Q2 2026.
Western Wealth Management bought 72 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $3.6K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #470 holding.
Western Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.21M in Q2 2022.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.