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Invesco S&p 500 High Div, Low V equities shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent 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 Concurrent 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 26k 49.45
2025-06-30 $1.6M 33k 47.56
2025-03-31 $1.2M 24k 50.23
2024-12-31 $234k 4.8k 48.31
2024-09-30 $378k 7.5k 50.57
2024-06-30 $334k 7.5k 44.43
2024-03-31 $295k 6.6k 44.40
2023-12-31 $289k 6.8k 42.41