Invesco S&p 500 High Div, Low V equities shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management 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 Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $245k | 5.0k | 49.45 |
| 2025-06-30 | $236k | 5.0k | 47.56 |
| 2025-03-31 | $249k | 5.0k | 50.23 |
| 2024-12-31 | $241k | 5.0k | 48.31 |
| 2024-09-30 | $252k | 5.0k | 50.57 |
| 2024-06-30 | $212k | 4.8k | 44.43 |
| 2024-03-31 | $212k | 4.8k | 44.40 |
| 2023-12-31 | $203k | 4.8k | 42.41 |
| 2023-09-30 | $334k | 8.5k | 39.19 |
| 2023-06-30 | $383k | 9.3k | 41.35 |
| 2023-03-31 | $2.4M | 56k | 42.21 |
| 2022-12-31 | $16M | 354k | 43.83 |
| 2022-09-30 | $13M | 324k | 39.11 |
| 2022-06-30 | $8.4M | 191k | 44.14 |
| 2022-03-31 | $362k | 7.7k | 47.21 |
| 2021-12-31 | $237k | 5.2k | 45.30 |
| 2021-09-30 | $224k | 5.3k | 42.30 |
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