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

Castleview Partners’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 Q1	–	Sell	-349	Closed	-$16.9K	–	502
2024 Q4	$16.9K	Sell	349 -550	-61%	-$27.5K	0.01%	496
2024 Q3	$45.5K	Buy	899 +589	+190%	+$28.2K	0.03%	334
2024 Q2	$13.8K	Hold	310	–	–	0.01%	478
2024 Q1	$13.8K	Hold	310	–	–	0.01%	508
2023 Q4	$13.1K	Hold	310	–	–	0.01%	489
2023 Q3	$12.1K	Hold	310	–	–	0.01%	408
2023 Q2	$12.8K	Hold	310	–	–	0.01%	404
2023 Q1	$13.1K	Buy	310 +88	+40%	+$3.83K	0.01%	391
2022 Q4	$9.73K	Buy	+222	New	+$9.54K	0.01%	374

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Castleview Partners's SPHD Position: Q1 2025 in Review

Castleview Partners sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 349 shares — an estimated $16.9K sold.

Castleview Partners first reported a position in SPHD in Q4 2022 and held it in 9 quarters. The position peaked at $45.5K in Q3 2024. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

Castleview Partners reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 349 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $16.9K.
Castleview Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2022 and held it in 9 quarters.
Castleview Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $45.5K in Q3 2024.
349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.