Berkeley Capital Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SPHD
AWE
Berkeley Capital Partners's SPHD Position: Q2 2025 in Review
Berkeley Capital Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2025, closing a stake of 4,377 shares — an estimated $220K sold.
Berkeley Capital Partners first reported a position in SPHD in Q2 2022 and held it in 4 quarters. The position peaked at $262K in Q2 2022. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.
- Berkeley Capital Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
- Berkeley Capital Partners sold 4,377 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $220K.
- Berkeley Capital Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2022 and held it in 4 quarters.
- Berkeley Capital Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $262K in Q2 2022.
- 339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.
Based on Berkeley Capital Partners's 13F filing for Q2 2025, filed 30 Jul 2025.