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

Westside Investment 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	$28.5K	Hold	560	–	–	﹤0.01%	803
2026 Q1	$27.8K	Hold	560	–	–	﹤0.01%	767
2025 Q4	$26.9K	Hold	560	–	–	﹤0.01%	756
2025 Q3	$27.7K	Sell	560 -431	-43%	-$21K	﹤0.01%	741
2025 Q2	$47.5K	Buy	991 +431	+77%	+$20.4K	0.01%	467
2025 Q1	$28.1K	Hold	560	–	–	0.01%	494
2024 Q4	$27.1K	Hold	560	–	–	0.01%	508
2024 Q3	$28.3K	Hold	560	–	–	0.01%	501
2024 Q2	$24.9K	Hold	560	–	–	0.01%	506
2024 Q1	$24.9K	Hold	560	–	–	0.01%	488
2023 Q4	$23.8K	Hold	560	–	–	0.01%	472
2023 Q3	$21.9K	Hold	560	–	–	0.01%	476
2023 Q2	$23.2K	Hold	560	–	–	0.01%	475
2023 Q1	$23.6K	Hold	560	–	–	0.01%	475
2022 Q4	$24	Hold	560	–	–	﹤0.01%	517
2022 Q3	$21	Hold	560	–	–	﹤0.01%	510
2022 Q2	$24	Hold	560	–	–	﹤0.01%	490
2022 Q1	$26	Hold	560	–	–	﹤0.01%	485
2021 Q4	$25	Hold	560	–	–	﹤0.01%	468
2021 Q3	$23	Sell	560 -75	-12%	-$3.28K	﹤0.01%	473
2021 Q2	$27	Hold	635	–	–	﹤0.01%	442
2021 Q1	$27	Hold	635	–	–	﹤0.01%	429
2020 Q4	$23	Hold	635	–	–	﹤0.01%	412
2020 Q3	$20	Hold	635	–	–	﹤0.01%	428
2020 Q2	$20	Sell	635 -75	-11%	-$2.44K	﹤0.01%	403
2020 Q1	$21	Buy	+710	New	+$27.8K	﹤0.01%	389

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

Westside Investment Management's SPHD Position: Q2 2026 in Review

Westside Investment Management held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 560 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Westside Investment Management first reported a position in SPHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $47.5K in Q2 2025. 357 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Westside Investment Management held 560 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $28.5K as of Q2 2026.
Westside Investment Management left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #803 holding.
Westside Investment Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2020 and has held it in 26 quarters since.
Westside Investment Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $47.5K in Q2 2025.
357 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.