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Invesco S&p 500 High Div, Low V equities shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 6.6k 44.40
2023-12-31 $291k 6.9k 42.41
2023-09-30 $267k 6.8k 39.19
2023-06-30 $331k 8.0k 41.35
2023-03-31 $430k 10k 42.21
2022-12-31 $486k 11k 43.83

More positions owned by Olistico Wealth

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Alliant Energy Corporation (LNT)

View all positions for Olistico Wealth

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