Golden State Equity Partners’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.48M Buy
+29,886
New +$1.5M 0.11% 204
2025
Q4
Sell
-18,274
Closed -$904K 526
2025
Q3
$904K Buy
18,274
+1,800
+11% +$87.8K 0.15% 161
2025
Q2
$783K Sell
16,474
-13,996
-46% -$662K 0.15% 170
2025
Q1
$1.53M Buy
30,470
+4,120
+16% +$203K 0.3% 83
2024
Q4
$1.27M Buy
+26,350
New +$1.32M 0.24% 104
2023
Q2
Sell
-24,664
Closed -$1.04M 398
2023
Q1
$1.04M Buy
+24,664
New +$1.07M 0.56% 57

Other funds holding SPHD

Golden State Equity Partners's SPHD Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026: 29,886 shares worth $1.48M. The stake represents 0.11% of the portfolio and ranks #204 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SPHD as recently as Q3 2025.

Golden State Equity Partners first reported a position in SPHD in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2025. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

  • Golden State Equity Partners held 29,886 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $1.48M as of Q1 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Golden State Equity Partners position in Q1 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up 0.11% of Golden State Equity Partners's portfolio in Q1 2026, its #204 holding.
  • Golden State Equity Partners first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2023 and has held it in 6 quarters since.
  • Golden State Equity Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.53M in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.