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 Q3	$2.27M	Buy	47,051 +37,465	+391%	+$1.95M	0.13%	171
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Golden State Equity Partners's SPHD Position: Q3 2026 in Review

Golden State Equity Partners increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 391% in Q3 2026, buying an estimated $1.95M and bringing the position to 47,051 shares worth $2.27M. The position accounts for 0.13% of the portfolio, ranked #171.

Golden State Equity Partners first reported a position in SPHD in Q1 2023 and has held it in 9 quarters since. 246 funds tracked by Wall St. Rank hold SPHD as of Q3 2026.

Golden State Equity Partners held 47,051 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $2.27M as of Q3 2026.
Golden State Equity Partners bought 37,465 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2026, an estimated $1.95M.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.13% of Golden State Equity Partners's portfolio in Q3 2026, its #171 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 9 quarters since.
246 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.