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

Prelude 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
2026 Q1	–	Sell	-6,000	Closed	-$288K	–	1560
2025 Q4	$288K	Buy	+6,000	New	+$289K	0.02%	814
2024 Q4	–	Sell	-8,172	Closed	-$413K	–	1541
2024 Q3	$413K	Sell	8,172 -3,272	-29%	-$157K	0.03%	705
2024 Q2	$508K	Buy	11,444 +6,796	+146%	+$300K	0.04%	539
2024 Q1	$206K	Buy	+4,648	New	+$198K	0.01%	1094
2023 Q2	–	Sell	-11,000	Closed	-$464K	–	1333
2023 Q1	$464K	Buy	+11,000	New	+$479K	0.03%	489

Other funds holding SPHD

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Prelude Capital Management's SPHD Position: Q1 2026 in Review

Prelude Capital Management sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026, closing a stake of 6,000 shares — an estimated $288K sold.

Prelude Capital Management first reported a position in SPHD in Q1 2023 and held it in 5 quarters. The position peaked at $508K in Q2 2024. 345 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

Prelude Capital Management reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 6,000 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $288K.
Prelude Capital Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2023 and held it in 5 quarters.
Prelude Capital Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $508K in Q2 2024.
345 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.