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Invesco S&p 500 High Div, Low V equities shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management investment in Invesco S&p 500 High Div, Low V equities

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All positions including Invesco S&p 500 High Div, Low V equities held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $228k 4.7k 48.31
2023-09-30 $270k 6.9k 39.19

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

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

Morgan Stanley
LPL Financial
Financial Engines Advisors L.L.C
Franklin Resources
Raymond James Financial
Royal Bank of Canada
Two Sigma Investments
Wells Fargo & Company
UBS Group
Streettalk Advisors
Envestnet Asset Management
Ameriprise Financial
Equitable Holdings
FMR
Commonwealth Equity Services

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