Invesco S&p 500 High Div, Low V equities shares owned by HB Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $930k | 19k | 49.45 |
| 2025-06-30 | $813k | 17k | 47.56 |
| 2025-03-31 | $1.0M | 20k | 50.23 |
| 2024-12-31 | $553k | 11k | 48.31 |
| 2024-09-30 | $578k | 11k | 50.57 |
| 2024-06-30 | $518k | 12k | 44.43 |
| 2024-03-31 | $517k | 12k | 44.40 |
| 2023-12-31 | $494k | 12k | 42.41 |
| 2023-09-30 | $455k | 12k | 39.19 |
| 2023-06-30 | $480k | 12k | 41.35 |
| 2023-03-31 | $490k | 12k | 42.21 |
| 2022-12-31 | $507k | 12k | 43.83 |
| 2022-09-30 | $393k | 10k | 39.12 |
| 2022-06-30 | $443k | 10k | 44.10 |
| 2022-03-31 | $474k | 10k | 47.19 |
| 2021-12-31 | $455k | 10k | 45.30 |
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