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Goldstone Financial Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Goldstone Financial Group’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
2025
Q1 		– Sell
-8,158
Closed -$394K – 215
2024
Q4 		$394K Sell
8,158
-1,821
-18% -$91.1K 0.06% 146
2024
Q3 		$505K Buy
+9,979
New +$478K 0.09% 117

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldstone Financial Group's SPHD Position: Q1 2025 in Review

Goldstone Financial Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2025, closing a stake of 8,158 shares — an estimated $394K sold.

Goldstone Financial Group first reported a position in SPHD in Q3 2024 and held it in 2 quarters. The position peaked at $505K in Q3 2024. 349 funds tracked by Wall St. Rank hold SPHD as of Q1 2025.

  • Goldstone Financial Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 8,158 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2025, an estimated $394K.
  • Goldstone Financial Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2024 and held it in 2 quarters.
  • Goldstone Financial Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $505K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2025.

Based on Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.