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

Sykon 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 Q2	–	Sell	-6,308	Closed	-$317K	–	91
2025 Q1	$317K	Buy	+6,308	New	+$310K	0.12%	47
2024 Q4	–	Sell	-8,449	Closed	-$427K	–	88
2024 Q3	$427K	Buy	8,449 +154	+2%	+$7.37K	0.15%	67
2024 Q2	$369K	Sell	8,295 -258	-3%	-$11.4K	0.14%	61
2024 Q1	$380K	Buy	8,553 +1,544	+22%	+$65.7K	0.14%	74
2023 Q4	$297K	Buy	+7,009	New	+$279K	0.12%	67

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Sykon Capital's SPHD Position: Q2 2025 in Review

Sykon Capital sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2025, closing a stake of 6,308 shares — an estimated $317K sold.

Sykon Capital first reported a position in SPHD in Q4 2023 and held it in 5 quarters. The position peaked at $427K in Q3 2024. 339 funds tracked by Wall St. Rank hold SPHD as of Q2 2025.

Sykon Capital reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Sykon Capital sold 6,308 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2025, an estimated $317K.
Sykon Capital first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2023 and held it in 5 quarters.
Sykon Capital's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $427K in Q3 2024.
339 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2025.

Based on Sykon Capital's 13F filing for Q2 2025, filed 11 Aug 2025.