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

North Capital’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 Q4	–	Sell	-36	Closed	-$1.78K	–	608
2025 Q3	$1.78K	Buy	36 +1	+3%	+$49	﹤0.01%	526
2025 Q2	$1.67K	Hold	35	–	–	﹤0.01%	523
2025 Q1	$1.76K	Buy	+35	New	+$1.72K	﹤0.01%	514

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

North Capital's SPHD Position: Q4 2025 in Review

North Capital sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 36 shares — an estimated $1.78K sold.

North Capital first reported a position in SPHD in Q1 2025 and held it in 3 quarters. The position peaked at $1.78K in Q3 2025. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

North Capital reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 36 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $1.78K.
North Capital first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and held it in 3 quarters.
North Capital's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.78K in Q3 2025.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.