GPS Wealth Strategies Group’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

GPS Wealth Strategies 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 Q4	–	Sell	-4,124	Closed	-$204K	–	1439
2025 Q3	$204K	Buy	4,124 +17	+0.4%	+$829	0.02%	339
2025 Q2	$195K	Buy	4,107 +1,706	+71%	+$80.6K	0.02%	325
2025 Q1	$121K	Sell	2,401 -2	-0.1%	-$98	0.02%	407
2024 Q4	$116K	Sell	2,403 -791	-25%	-$39.6K	0.01%	399
2024 Q3	$162K	Hold	3,194	–	–	0.02%	348
2024 Q2	$142K	Sell	3,194 -379	-11%	-$16.7K	0.02%	326
2024 Q1	$159K	Sell	3,573 -428	-11%	-$18.2K	0.03%	285
2023 Q4	$170K	Sell	4,001 -2,477	-38%	-$98.6K	0.03%	269
2023 Q3	$254K	Hold	6,478	–	–	0.05%	216
2023 Q2	$268K	Buy	6,478 +1,895	+41%	+$77.9K	0.05%	213
2023 Q1	$193K	Buy	+4,583	New	+$200K	0.04%	242
2022 Q4	–	Sell	-2,320	Closed	-$91K	–	948
2022 Q3	$91K	Hold	2,320	–	–	0.02%	322
2022 Q2	$102K	Hold	2,320	–	–	0.03%	312
2022 Q1	$110K	Buy	+2,320	New	+$106K	0.02%	290

Other funds holding SPHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GPS Wealth Strategies Group's SPHD Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q4 2025, closing a stake of 4,124 shares — an estimated $204K sold.

GPS Wealth Strategies Group first reported a position in SPHD in Q1 2022 and held it in 14 quarters. The position peaked at $268K in Q2 2023. 338 funds tracked by Wall St. Rank hold SPHD as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 4,124 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q4 2025, an estimated $204K.
GPS Wealth Strategies Group first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2022 and held it in 14 quarters.
GPS Wealth Strategies Group's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $268K in Q2 2023.
338 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.