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

Lynx 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	$2.7M	Sell	53,053 -16,730	-24%	-$836K	0.88%	34
2026 Q1	$3.46M	Buy	69,783 +25,353	+57%	+$1.28M	1.65%	16
2025 Q4	$2.13M	Sell	44,430 -3,748	-8%	-$181K	1.16%	23
2025 Q3	$2.38M	Buy	48,178 +3,611	+8%	+$176K	1.43%	19
2025 Q2	$2.12M	Buy	44,567 +4,692	+12%	+$222K	1.38%	19
2025 Q1	$2M	Buy	39,875 +226	+0.6%	+$11.1K	1.34%	22
2024 Q4	$1.92M	Buy	39,649 +3,618	+10%	+$181K	1.31%	21
2024 Q3	$1.82M	Buy	36,031 +316	+0.9%	+$15.1K	1.31%	22
2024 Q2	$1.59M	Buy	+35,715	New	+$1.58M	1.18%	22

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

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

Lynx Investment Advisory reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 24% in Q2 2026, selling an estimated $836K and leaving 53,053 shares worth $2.7M. The position accounts for 0.88% of the portfolio, ranked #34.

Lynx Investment Advisory first reported a position in SPHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.46M in Q1 2026. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Lynx Investment Advisory held 53,053 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.7M as of Q2 2026.
Lynx Investment Advisory sold 16,730 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $836K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.88% of Lynx Investment Advisory's portfolio in Q2 2026, its #34 holding.
Lynx Investment Advisory first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.46M in Q1 2026.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.