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

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

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.

358 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.
358 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.