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Invesco S&p 500 High Div, Low V equities shares owned by Bleakley Financial Group

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

Historical chart of Bleakley Financial Group 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 Bleakley Financial Group 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 Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $797k 17k 48.31
2024-09-30 $834k 17k 50.57
2024-06-30 $733k 17k 44.43
2024-03-31 $733k 17k 44.40
2023-12-31 $700k 17k 42.41
2023-09-30 $647k 17k 39.19
2023-06-30 $682k 17k 41.35

More positions owned by Bleakley Financial Group

Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Bleakley Financial Group

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
Ameriprise Financial
FMR
Franklin Resources
Raymond James Financial
Wells Fargo & Company
UBS Group
Babson Capital Management
Streettalk Advisors
Stifel Financial
Goldman Sachs Group

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