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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
2026
Q2 		$874K Buy
+17,194
New +$860K 0.01% 800
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 – 1570
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

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Global Retirement Partners's SPHD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 17,194 shares worth $874K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPHD as recently as Q4 2025.

Global Retirement Partners first reported a position in SPHD in Q1 2017 and has held it in 35 quarters since. The position peaked at $968K in Q1 2024. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Global Retirement Partners held 17,194 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $874K as of Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #800 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2017 and has held it in 35 quarters since.
  • Global Retirement Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $968K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.