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Invesco S&p 500 High Div, Low V equities shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Invesco S&p 500 High Div, Low V equities

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All positions including Invesco S&p 500 High Div, Low V equities held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 38k 44.40
2023-12-31 $3.4M 80k 42.21
2023-09-30 $3.4M 80k 42.21
2023-06-30 $3.1M 75k 41.35
2023-03-31 $3.3M 78k 42.20

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Invesco S&p 500 High Div, Low V equities

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Financial Engines Advisors L.L.C
FMR
Franklin Resources
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Streettalk Advisors
Ameriprise Financial
Atria Wealth Solutions
Raymond James & Associates
Envestnet Asset Management

View all funds holding Invesco S&p 500 High Div, Low V equities