Y.D. More Investments’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Y.D. More 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	–	Sell	-120	Closed	-$5.95K	–	528
2026 Q1	$5.95K	Hold	120	–	–	﹤0.01%	391
2025 Q4	$5.76K	Hold	120	–	–	﹤0.01%	387
2025 Q3	$5.93K	Sell	120 -4,000	-97%	-$195K	﹤0.01%	386
2025 Q2	$195K	Sell	4,120 -400	-9%	-$18.9K	0.01%	208
2025 Q1	$227K	Buy	4,520 +4,070	+904%	+$200K	0.02%	193
2024 Q4	$21.7K	Sell	450 -6,670	-94%	-$334K	﹤0.01%	338
2024 Q3	$360K	Buy	7,120 +7,000	+5,833%	+$335K	0.04%	162
2024 Q2	$5.33K	Sell	120 -295	-71%	-$13K	﹤0.01%	388
2024 Q1	$18.4K	Hold	415	–	–	﹤0.01%	294
2023 Q4	$17.6K	Buy	415 +295	+246%	+$11.7K	﹤0.01%	302
2023 Q3	$4.7K	Sell	120 -295	-71%	-$12.2K	﹤0.01%	326
2023 Q2	$17.2K	Buy	415 +120	+41%	+$4.93K	﹤0.01%	269
2023 Q1	$12.5K	Hold	295	–	–	﹤0.01%	290
2022 Q4	$13K	Buy	+295	New	+$12.7K	﹤0.01%	331

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 $3.59B AUM 17.8% 1-Year Est. Return

Y.D. More Investments's SPHD Position: Q2 2026 in Review

Y.D. More Investments sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026, closing a stake of 120 shares — an estimated $5.95K sold.

Y.D. More Investments first reported a position in SPHD in Q4 2022 and held it in 14 quarters. The position peaked at $360K in Q3 2024. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Y.D. More Investments reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Y.D. More Investments sold 120 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $5.95K.
Y.D. More Investments first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 14 quarters.
Y.D. More Investments's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $360K in Q3 2024.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.