Invesco S&p 500 High Div, Low V equities shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete 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 Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 71k | 49.44 |
| 2025-06-30 | $3.3M | 70k | 47.56 |
| 2025-03-31 | $3.4M | 68k | 50.23 |
| 2024-12-31 | $3.2M | 67k | 48.20 |
| 2024-09-30 | $3.4M | 67k | 50.40 |
| 2024-03-31 | $2.9M | 65k | 44.40 |
| 2023-12-31 | $2.7M | 65k | 42.41 |
| 2023-09-30 | $390k | 9.9k | 39.19 |
| 2023-06-30 | $1.2M | 29k | 41.36 |
| 2023-03-31 | $1.4M | 33k | 42.20 |
| 2022-12-31 | $1.3B | 29k | 43830.00 |
| 2022-09-30 | $1.1M | 29k | 39.12 |
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