WMG Financial Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

WMG Financial Advisors’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
2025 Q4	–	Sell	-9,148	Closed	-$452K	–	193
2025 Q3	$452K	Sell	9,148 -200	-2%	-$9.75K	0.15%	99
2025 Q2	$445K	Buy	9,348 +245	+3%	+$11.6K	0.16%	91
2025 Q1	$457K	Sell	9,103 -6,000	-40%	-$295K	0.19%	76
2024 Q4	$730K	Buy	+15,103	New	+$755K	0.31%	51

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WMG Financial Advisors's SPHD Position: Q4 2025 in Review

WMG Financial Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 9,148 shares — an estimated $452K sold.

WMG Financial Advisors first reported a position in SPHD in Q4 2024 and held it in 4 quarters. The position peaked at $730K in Q4 2024. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

WMG Financial Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 9,148 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $452K.
WMG Financial Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2024 and held it in 4 quarters.
WMG Financial Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $730K in Q4 2024.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.