Gladstone Institutional Advisory »

Invesco S&p 500 High Div, Low V equities shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $712k 16k 44.43
2024-03-31 $739k 17k 44.40
2023-12-31 $767k 18k 42.41
2023-09-30 $733k 19k 39.19
2023-06-30 $853k 21k 41.35
2023-03-31 $853k 20k 42.21
2022-12-31 $931k 21k 43.83
2022-09-30 $756k 19k 39.09
2022-06-30 $850k 19k 44.14
2022-03-31 $742k 16k 47.18
2020-12-31 $271k 7.2k 37.55
2020-09-30 $359k 11k 32.96
2020-06-30 $529k 16k 32.94
2020-03-31 $339k 11k 30.04
2019-12-31 $476k 11k 44.06
2019-09-30 $441k 10k 42.62
2019-06-30 $378k 9.0k 42.10
2019-03-31 $343k 8.1k 42.45
2018-12-31 $255k 6.7k 38.14

More positions owned by Gladstone Institutional Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
JPMorgan Chase & Co. (JPM)
Powershares Actively Managed Ultra Shrt Dur (GSY)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Health Care Etf (PINK)

View all positions for Gladstone Institutional Advisory

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

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Streettalk Advisors
Raymond James & Associates
Envestnet Asset Management
Equitable Holdings
Commonwealth Equity Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Hanson McClain Advisors
Shilanski & Associates

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