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

Cape Investment Advisory’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 		$5.08K Buy
+100
New +$5K ﹤0.01% 1025

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Cape Investment Advisory's SPHD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 100 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings.

96 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Cape Investment Advisory held 100 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $5.08K as of Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Cape Investment Advisory position in Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1025 holding.
  • 96 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.