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

GAMMA Investing’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 Q3	$96	Hold	2	–	–	﹤0.01%	4302
2026 Q2	$102	Hold	2	–	–	﹤0.01%	4113
2026 Q1	$99	Hold	2	–	–	﹤0.01%	4091
2025 Q4	$96	Sell	2 -6	-75%	-$289	﹤0.01%	4048
2025 Q3	$396	Hold	8	–	–	﹤0.01%	3745
2025 Q2	$380	Sell	8 -5	-38%	-$236	﹤0.01%	3669
2025 Q1	$653	Buy	+13	New	+$640	﹤0.01%	3638

Other funds holding SPHD

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GAMMA Investing's SPHD Position: Q3 2026 in Review

GAMMA Investing held its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) position steady in Q3 2026 at 2 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #4302.

GAMMA Investing first reported a position in SPHD in Q1 2025 and has held it in 7 quarters since. The position peaked at $653 in Q1 2025. 16 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

GAMMA Investing held 2 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $96 as of Q3 2026.
GAMMA Investing left its Invesco S&P 500 High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #4302 holding.
GAMMA Investing first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2025 and has held it in 7 quarters since.
GAMMA Investing's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $653 in Q1 2025.
16 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.