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

Golden State Wealth Management’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	$594K	Sell	11,693 -100	-0.8%	-$5K	0.05%	261
2026 Q1	$585K	Sell	11,793 -2,200	-16%	-$111K	0.06%	226
2025 Q4	$672K	Sell	13,993 -18	-0.1%	-$867	0.07%	210
2025 Q3	$693K	Sell	14,011 -1,288	-8%	-$62.8K	0.08%	197
2025 Q2	$728K	Sell	15,299 -1,825	-11%	-$86.3K	0.09%	178
2025 Q1	$860K	Sell	17,124 -596	-3%	-$29.3K	0.13%	139
2024 Q4	$856K	Buy	+17,720	New	+$886K	0.13%	133
2020 Q4	–	Sell	-4,070	Closed	-$134K	–	395
2020 Q3	$134K	Buy	+4,070	New	+$137K	0.04%	235
2020 Q2	–	Sell	-20,059	Closed	-$602K	–	822
2020 Q1	$602K	Buy	+20,059	New	+$786K	0.27%	66
2019 Q4	–	Sell	-21,906	Closed	-$934K	–	795
2019 Q3	$934K	Sell	21,906 -1,204	-5%	-$50.2K	0.31%	62
2019 Q2	$973K	Sell	23,110 -999	-4%	-$42K	0.31%	66
2019 Q1	$1.02M	Buy	+24,109	New	+$994K	0.34%	59

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 Wealth Management's SPHD Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 0.85% in Q2 2026, selling an estimated $5K and leaving 11,693 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #261.

Golden State Wealth Management first reported a position in SPHD in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.02M in Q1 2019. 356 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Golden State Wealth Management held 11,693 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $594K as of Q2 2026.
Golden State Wealth Management sold 100 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $5K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #261 holding.
Golden State Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.02M in Q1 2019.
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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.