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

Gilbert Capital Group’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	$5.88M	Buy	+115,617	New	+$5.78M	4.12%	9

Other funds holding SPHD

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return