Invesco S&p 500 High Div, Low V equities shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management 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 Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $710k | 16k | 44.40 |
| 2023-12-31 | $694k | 16k | 42.41 |
| 2023-09-30 | $640k | 16k | 39.19 |
| 2023-06-30 | $681k | 17k | 41.35 |
| 2023-03-31 | $696k | 17k | 42.21 |
| 2022-09-30 | $717k | 18k | 39.10 |
| 2022-06-30 | $751k | 17k | 44.13 |
| 2022-03-31 | $974k | 21k | 47.22 |
| 2021-12-31 | $876k | 19k | 45.25 |
| 2021-09-30 | $835k | 20k | 42.31 |
| 2021-06-30 | $713k | 16k | 44.07 |
| 2021-03-31 | $894k | 21k | 42.89 |
| 2020-12-31 | $795k | 21k | 37.60 |
| 2020-09-30 | $722k | 22k | 32.98 |
| 2020-06-30 | $745k | 23k | 32.91 |
| 2020-03-31 | $606k | 20k | 30.02 |
| 2019-12-31 | $5.7M | 129k | 44.03 |
| 2019-09-30 | $5.5M | 130k | 42.63 |
| 2019-06-30 | $5.3M | 127k | 42.14 |
| 2019-03-31 | $4.3M | 119k | 35.87 |
| 2018-12-31 | $3.6M | 93k | 38.21 |
| 2018-06-30 | $84M | 3.4M | 24.52 |
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