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

World Investment 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
2026 Q2	$2.25M	Sell	44,306 -3,590	-7%	-$179K	0.04%	444
2026 Q1	$2.38M	Buy	47,896 +625	+1%	+$31.5K	0.04%	435
2025 Q4	$2.27M	Buy	+47,271	New	+$2.28M	0.04%	431
2024 Q4	–	Sell	-5,376	Closed	-$272K	–	1043
2024 Q3	$272K	Buy	5,376 +850	+19%	+$40.7K	0.01%	768
2024 Q2	$201K	Sell	4,526 -1,794	-28%	-$79.2K	0.01%	601
2024 Q1	$281K	Buy	+6,320	New	+$269K	0.04%	318

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

World Investment Advisors's SPHD Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 7.5% in Q2 2026, selling an estimated $179K and leaving 44,306 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #444.

World Investment Advisors first reported a position in SPHD in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.38M in Q1 2026. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

World Investment Advisors held 44,306 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.25M as of Q2 2026.
World Investment Advisors sold 3,590 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $179K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #444 holding.
World Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2024 and has held it in 6 quarters since.
World Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $2.38M in Q1 2026.
355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.