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

Prime Capital Investment 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
2025
Q2 		– Sell
-5,127
Closed -$258K – 1102
2025
Q1 		$258K Buy
+5,127
New +$252K ﹤0.01% 887

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 $3.62B AUM 24.81% 1-Year Est. Return

Prime Capital Investment Advisors's SPHD Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2025, closing a stake of 5,127 shares — an estimated $258K sold.

Prime Capital Investment Advisors first reported a position in SPHD in Q1 2025 and held it in 1 quarter. The position peaked at $258K in Q1 2025. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,127 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $258K.
  • Prime Capital Investment Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $258K 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 Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.