SPHD β€” INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF

Ownership history in Aspect Partners, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    SPHD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 369 β€” 0% 0.01% $18K $48.25
2025 Q2 INITIATED 369 β€” β€” 0.01% $18K $45.94

🏒 Other funds also holding SPHD

As of 2025 Q4 β€” sorted by position size

BTS Asset Management, Inc. 3Y 7Y 11.77% Delos Wealth Advisors, LLC 3Y 2.36% Advocate Investing Services LLC 2.06% Fusion Capital, LLC 3Y 1.72% Portland Financial Advisors Inc 1.49% Pinnacle Wealth Management Group, Inc. 3Y 1.39% Foguth Wealth Management, LLC. 1.39% TLS Advisors LLC 3Y 1.21% Leelyn Smith, LLC 3Y 1.17% Lynx Investment Advisory 1.16%
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