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

Coldstream 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
2025
Q2 		– Sell
-2,000
Closed -$100K – 3040
2025
Q1 		$100K Buy
+2,000
New +$98.4K ﹤0.01% 1348

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Coldstream Capital Management's SPHD Position: Q2 2025 in Review

Coldstream Capital Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2025, closing a stake of 2,000 shares — an estimated $100K sold.

Coldstream Capital Management first reported a position in SPHD in Q1 2025 and held it in 1 quarter. The position peaked at $100K in Q1 2025. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

  • Coldstream Capital Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,000 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $100K.
  • Coldstream Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $100K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.