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
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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 |
|---|---|---|---|
| 2025-09-30 | $746k | 15k | 49.45 |
| 2025-06-30 | $714k | 15k | 47.56 |
| 2025-03-31 | $764k | 15k | 50.23 |
| 2024-12-31 | $750k | 16k | 48.31 |
| 2024-09-30 | $798k | 16k | 50.57 |
| 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 |
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