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Invesco S&p 500 High Div, Low V equities shares owned by Kowal Investment Group

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

Historical chart of Kowal Investment Group 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 Kowal Investment Group 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 Kowal Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 57k 44.40
2023-12-31 $2.5M 58k 42.41
2023-09-30 $290k 7.4k 39.19
2023-06-30 $370k 8.9k 41.35

More positions owned by Kowal Investment Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Morningstar Divid L SHS (FDL)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Tech Alphadex (FXL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Kowal Investment Group

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

Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Franklin Resources
Jpmorgan Chase & Co
Atria Wealth Solutions
Streettalk Advisors
Raymond James & Associates
Stifel Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors
Bank Of Montreal
Hanson McClain Advisors
Shilanski & Associates

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