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

Golden State Equity 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	$488K	Sell	9,586 -20,300	-68%	-$1.01M	1.31%	20
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 +10,976	+71%	+$549K	0.24%	104
2024 Q3	$777K	Buy	+15,374	New	+$736K	0.12%	189
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

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

Golden State Equity Partners's SPHD Position: Q2 2026 in Review

Golden State Equity Partners reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 68% in Q2 2026, selling an estimated $1.01M and leaving 9,586 shares worth $488K. The position accounts for 1.31% of the portfolio, ranked #20.

Golden State Equity Partners first reported a position in SPHD in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.53M in Q1 2025. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Golden State Equity Partners held 9,586 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $488K as of Q2 2026.
Golden State Equity Partners sold 20,300 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $1.01M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 1.31% of Golden State Equity Partners's portfolio in Q2 2026, its #20 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 8 quarters since.
Golden State Equity Partners's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.53M in Q1 2025.
356 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.