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Invesco S&p 500 High Div, Low V equities shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $832k 17k 49.61
2024-12-31 $973k 20k 48.31
2019-12-31 $372k 8.5k 43.97

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

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

LPL Financial
Brookstone Capital Management
Morgan Stanley
Bank of America Corporation
Financial Engines Advisors L.L.C
Raymond James Financial
Royal Bank of Canada
Franklin Resources
UBS Group
Wells Fargo & Company
Streettalk Advisors
Private Advisor
Ameriprise Financial
Bank Of Montreal
Envestnet Asset Management

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