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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$783K	Sell	16,474 -13,996	-46%	-$666K	0.15%	170
2025 Q1	$1.53M	Buy	30,470 +4,120	+16%	+$207K	0.3%	83
2024 Q4	$1.27M	Buy	+26,350	New	+$1.27M	0.24%	104
2023 Q2	–	Sell	-24,664	Closed	-$1.04M	–	404
2023 Q1	$1.04M	Buy	+24,664	New	+$1.04M	0.56%	57