Invesco S&p 500 High Div, Low V equities shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment 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 Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 8.0k | 49.45 |
| 2025-06-30 | $428k | 9.0k | 47.56 |
| 2025-03-31 | $448k | 8.9k | 50.23 |
| 2024-12-31 | $411k | 8.5k | 48.53 |
| 2024-09-30 | $245k | 4.9k | 50.36 |
| 2024-06-30 | $375k | 8.4k | 44.43 |
| 2024-03-31 | $387k | 8.7k | 44.40 |
| 2023-12-31 | $439k | 10k | 42.41 |
| 2023-09-30 | $701k | 17k | 41.35 |
| 2023-06-30 | $701k | 17k | 41.35 |
| 2023-03-31 | $730k | 17k | 42.21 |
| 2022-12-31 | $753k | 17k | 43.83 |
| 2022-09-30 | $651k | 17k | 39.09 |
| 2022-06-30 | $600k | 13k | 44.74 |
| 2022-03-31 | $448k | 9.5k | 47.23 |
| 2021-12-31 | $398k | 8.8k | 45.28 |
| 2021-09-30 | $371k | 8.8k | 42.28 |
| 2021-06-30 | $382k | 8.7k | 44.12 |
| 2021-03-31 | $379k | 8.8k | 42.85 |
| 2020-12-31 | $322k | 8.6k | 37.54 |
| 2020-09-30 | $262k | 8.0k | 32.94 |
| 2020-06-30 | $253k | 7.7k | 32.92 |
| 2020-03-31 | $225k | 7.5k | 30.04 |
| 2019-12-31 | $264k | 6.2k | 42.37 |
| 2019-09-30 | $205k | 4.9k | 41.49 |
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