Invesco S&p 500 High Div, Low V equities shares owned by Creative Planning
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 84k | 49.45 |
| 2025-06-30 | $4.0M | 85k | 47.56 |
| 2025-03-31 | $5.0M | 100k | 50.23 |
| 2024-12-31 | $479k | 9.9k | 48.31 |
| 2024-09-30 | $617k | 12k | 50.57 |
| 2024-06-30 | $377k | 8.5k | 44.43 |
| 2024-03-31 | $231k | 5.2k | 44.40 |
| 2023-12-31 | $219k | 5.2k | 42.41 |
| 2023-09-30 | $692k | 18k | 39.19 |
| 2023-06-30 | $653k | 16k | 41.35 |
| 2023-03-31 | $646k | 15k | 42.21 |
| 2022-12-31 | $689k | 16k | 43.83 |
| 2022-09-30 | $586k | 15k | 39.12 |
| 2022-06-30 | $670k | 15k | 44.17 |
| 2022-03-31 | $697k | 15k | 47.23 |
| 2021-12-31 | $631k | 14k | 45.25 |
| 2021-09-30 | $653k | 15k | 42.33 |
| 2021-06-30 | $522k | 12k | 44.10 |
| 2021-03-31 | $203k | 4.7k | 42.88 |
| 2020-03-31 | $1.1M | 35k | 30.01 |
| 2019-12-31 | $1.6M | 35k | 44.03 |
| 2019-09-30 | $922k | 22k | 42.61 |
| 2019-06-30 | $928k | 22k | 42.11 |
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