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Invesco S&p 500 High Div, Low V equities shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Invesco S&p 500 High Div, Low V equities

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 High Div, Low V equities held by Copia Wealth Management 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 5.4k 49.45
2025-06-30 $271k 5.7k 47.56
2025-03-31 $165k 3.3k 50.23
2024-12-31 $69k 1.4k 48.31

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

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

Morgan Stanley
LPL Financial
Financial Engines Advisors L.L.C
Franklin Resources
Raymond James Financial
Royal Bank of Canada
Two Sigma Investments
Wells Fargo & Company
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