Park Edge Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Park Edge Advisors’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	$1.91M	Buy	37,667 +1,881	+5%	+$94K	0.4%	52
2026 Q1	$1.78M	Buy	35,786 +1,468	+4%	+$73.9K	0.41%	44
2025 Q4	$1.65M	Buy	34,318 +2,409	+8%	+$116K	0.37%	60
2025 Q3	$1.58M	Buy	31,909 +3,213	+11%	+$157K	0.36%	56
2025 Q2	$1.36M	Sell	28,696 -40,604	-59%	-$1.92M	0.35%	55
2025 Q1	$3.48M	Sell	69,300 -620	-0.9%	-$30.5K	0.97%	13
2024 Q4	$3.38M	Buy	69,920 +43,809	+168%	+$2.19M	0.98%	14
2024 Q3	$1.32M	Buy	26,111 +3,429	+15%	+$164K	0.38%	54
2024 Q2	$1.01M	Buy	22,682 +3,692	+19%	+$163K	0.31%	56
2024 Q1	$843K	Buy	18,990 +9,593	+102%	+$408K	0.24%	60
2023 Q4	$399K	Buy	+9,397	New	+$374K	0.14%	79

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

Park Edge Advisors's SPHD Position: Q2 2026 in Review

Park Edge Advisors increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 5.3% in Q2 2026, buying an estimated $94K and bringing the position to 37,667 shares worth $1.91M. The position accounts for 0.4% of the portfolio, ranked #52.

Park Edge Advisors first reported a position in SPHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.48M in Q1 2025. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Park Edge Advisors held 37,667 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.91M as of Q2 2026.
Park Edge Advisors bought 1,881 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $94K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.4% of Park Edge Advisors's portfolio in Q2 2026, its #52 holding.
Park Edge Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and has held it in 11 quarters since.
Park Edge Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $3.48M in Q1 2025.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.