Invesco S&p 500 High Div, Low V equities shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors 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 Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $966k | 20k | 49.45 |
| 2025-06-30 | $908k | 19k | 47.56 |
| 2025-03-31 | $762k | 15k | 50.23 |
| 2024-12-31 | $733k | 15k | 48.31 |
| 2024-09-30 | $767k | 15k | 50.57 |
| 2024-06-30 | $735k | 17k | 44.43 |
| 2024-03-31 | $735k | 17k | 44.40 |
| 2023-12-31 | $714k | 17k | 42.41 |
| 2023-09-30 | $684k | 17k | 39.19 |
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