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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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All positions including Invesco S&p 500 High Div, Low V equities held by Coastal Investment Advisors 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 Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
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