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Invesco S&p 500 High Div, Low V equities shares owned by Code Waechter

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

Historical chart of Code Waechter 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 Code Waechter 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 Code Waechter

Quarter filed Position value Share count Share price at filing
2025-09-30 $893k 18k 48.61
2025-06-30 $864k 18k 47.56
2025-03-31 $912k 18k 50.23
2024-12-31 $877k 18k 48.31
2024-09-30 $918k 18k 50.56

More positions owned by Code Waechter

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Etf Ser Solutions Aptus Defined (DRSK)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Code Waechter

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

Morgan Stanley
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Franklin Resources
Raymond James Financial
Royal Bank of Canada
Two Sigma Investments
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UBS Group
Streettalk Advisors
Envestnet Asset Management
Ameriprise Financial
Equitable Holdings
FMR
Commonwealth Equity Services

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