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

Global Retirement 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 Q4	$764K	Buy	15,913 +150	+1%	+$7.23K	0.01%	747
2025 Q3	$779K	Sell	15,763 -792	-5%	-$38.6K	0.02%	617
2025 Q2	$787K	Buy	+16,555	New	+$783K	0.02%	567
2024 Q4	$713K	Buy	14,767 +423	+3%	+$21.2K	0.02%	529
2024 Q3	$725K	Buy	14,344 +157	+1%	+$7.52K	0.02%	528
2024 Q2	$630K	Sell	14,187 -7,615	-35%	-$336K	0.02%	544
2024 Q1	$968K	Buy	21,802 +531	+2%	+$22.6K	0.04%	369
2023 Q4	$901K	Buy	21,271 +1,262	+6%	+$50.2K	0.04%	360
2023 Q3	$764K	Buy	20,009 +95	+0.5%	+$3.92K	0.04%	353
2023 Q2	$823K	Buy	19,914 +1,645	+9%	+$67.7K	0.04%	345
2023 Q1	$748K	Buy	18,269 +949	+5%	+$41.3K	0.04%	357
2022 Q4	$759K	Buy	17,320 +70	+0.4%	+$3.01K	0.05%	298
2022 Q3	$738K	Buy	17,250 +5,119	+42%	+$226K	0.06%	301
2022 Q2	$535K	Buy	12,131 +1,403	+13%	+$65.4K	0.04%	349
2022 Q1	$506K	Buy	+10,728	New	+$489K	0.04%	353
2021 Q4	–	Sell	-3,882	Closed	-$164K	–	1574
2021 Q3	$164K	Hold	3,882	–	–	0.02%	516
2021 Q2	$171K	Buy	3,882 +2,372	+157%	+$106K	0.02%	496
2021 Q1	$65K	Sell	1,510 -3,000	-67%	-$120K	0.01%	694
2020 Q4	$169K	Sell	4,510 -201	-4%	-$7.2K	0.02%	429
2020 Q3	$155K	Buy	4,711 +11	+0.2%	+$371	0.02%	407
2020 Q2	$155K	Hold	4,700	–	–	0.02%	402
2020 Q1	$141K	Hold	4,700	–	–	0.03%	382
2019 Q4	$207K	Hold	4,700	–	–	0.03%	364
2019 Q3	$200K	Buy	4,700 +690	+17%	+$28.8K	0.03%	365
2019 Q2	$169K	Buy	4,010 +1,100	+38%	+$46.3K	0.03%	367
2019 Q1	$124K	Hold	2,910	–	–	0.03%	367
2018 Q4	$111K	Hold	2,910	–	–	0.03%	370
2018 Q3	$121K	Buy	2,910 +1,400	+93%	+$58.3K	0.03%	370
2018 Q2	$62K	Hold	1,510	–	–	0.02%	491
2018 Q1	$60K	Hold	1,510	–	–	0.02%	483
2017 Q4	$64K	Hold	1,510	–	–	0.02%	446
2017 Q3	$62K	Hold	1,510	–	–	0.03%	398
2017 Q2	$61K	Hold	1,510	–	–	0.03%	378
2017 Q1	$61K	Buy	+1,510	New	+$60.7K	0.03%	349