Berkeley Capital Partners »

Invesco S&p 500 High Div, Low V equities shares owned by Berkeley Capital Partners

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

Historical chart of Berkeley Capital Partners investment in Invesco S&p 500 High Div, Low V equities

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 4.6k 50.57
2022-06-30 $262k 5.9k 44.20

More positions owned by Berkeley Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard World Industrial Etf (VIS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Berkeley Capital Partners

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
Franklin Resources
Wells Fargo & Company
Babson Capital Management
Streettalk Advisors
Raymond James & Associates
Envestnet Asset Management
Equitable Holdings
Commonwealth Equity Services
Jpmorgan Chase & Co
Cambridge Investment Research Advisors

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