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Go Invest LLC’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Go Invest LLC’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
Q1 		– Sell
-2
Closed -$101 – 122
2025
Q4 		$104 Buy
+2
New +$96 ﹤0.01% 113

Other funds holding SPHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Go Invest LLC's SPHD Position: Q1 2026 in Review

Go Invest LLC sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2026, closing a stake of 2 shares — an estimated $101 sold.

Go Invest LLC first reported a position in SPHD in Q4 2025 and held it in 1 quarter. The position peaked at $104 in Q4 2025. 343 funds tracked by Wall St. Rank hold SPHD as of Q1 2026.

  • Go Invest LLC reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Go Invest LLC sold 2 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2026, an estimated $101.
  • Go Invest LLC first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2025 and held it in 1 quarter.
  • Go Invest LLC's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $104 in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2026.

Based on Go Invest LLC's 13F filing for Q1 2026, filed 5 Aug 2026.