Invesco S&p 500 High Div, Low V equities shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Invesco S&p 500 High Div, Low V equities
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Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 24k | 44.40 |
| 2023-12-31 | $1.1M | 26k | 42.41 |
| 2023-09-30 | $1.0M | 26k | 38.89 |
| 2023-06-30 | $1.4M | 34k | 41.35 |
| 2023-03-31 | $1.5M | 35k | 42.21 |
| 2022-12-31 | $1.5M | 34k | 43.83 |
| 2022-09-30 | $1.4M | 34k | 42.02 |
| 2022-06-30 | $1.6M | 36k | 44.19 |
| 2022-03-31 | $1.7M | 35k | 47.22 |
| 2021-12-31 | $1.8M | 40k | 45.80 |
| 2021-09-30 | $1.7M | 39k | 42.32 |
| 2021-06-30 | $1.7M | 40k | 44.07 |
| 2021-03-31 | $1.6M | 42k | 37.58 |
| 2020-12-31 | $1.6M | 48k | 32.99 |
| 2020-09-30 | $1.5M | 46k | 33.40 |
| 2020-06-30 | $1.7M | 52k | 32.55 |
| 2020-03-31 | $1.7M | 57k | 30.03 |
| 2019-12-31 | $18M | 411k | 42.80 |
| 2019-09-30 | $16M | 376k | 41.85 |
| 2019-06-30 | $14M | 335k | 42.11 |
| 2019-03-31 | $13M | 301k | 42.73 |
| 2018-12-31 | $11M | 277k | 38.20 |
| 2018-09-30 | $336k | 8.4k | 40.12 |
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