Boreal Capital Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Boreal Capital Management’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	$50.8K	Hold	1,000	–	–	0.04%	185
2026 Q1	$49.6K	Hold	1,000	–	–	0.04%	189
2025 Q4	$48K	Hold	1,000	–	–	0.04%	202
2025 Q3	$49.5K	Buy	1,000 +600	+150%	+$29.3K	0.04%	208
2025 Q2	$19K	Buy	+400	New	+$18.9K	0.02%	276

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

Boreal Capital Management's SPHD Position: Q2 2026 in Review

Boreal Capital Management held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q2 2026 at 1,000 shares worth $50.8K. The position accounts for 0.04% of the portfolio, ranked #185.

Boreal Capital Management first reported a position in SPHD in Q2 2025 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Boreal Capital Management held 1,000 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $50.8K as of Q2 2026.
Boreal Capital Management left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.04% of Boreal Capital Management's portfolio in Q2 2026, its #185 holding.
Boreal Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
354 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.