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

Gateway Wealth 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
2026 Q2	$248K	Sell	4,871 -4,857	-50%	-$243K	0.01%	687
2026 Q1	$483K	Buy	9,728 +3,680	+61%	+$185K	0.02%	580
2025 Q4	$290K	Buy	6,048 +1,046	+21%	+$50.4K	0.03%	374
2025 Q3	$247K	Buy	+5,002	New	+$244K	0.03%	361

Other funds holding SPHD

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Gateway Wealth Partners's SPHD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 50% in Q2 2026, selling an estimated $243K and leaving 4,871 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #687.

Gateway Wealth Partners first reported a position in SPHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $483K in Q1 2026. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Gateway Wealth Partners held 4,871 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $248K as of Q2 2026.
Gateway Wealth Partners sold 4,857 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $243K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #687 holding.
Gateway Wealth Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
Gateway Wealth Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $483K in Q1 2026.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.