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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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All positions including Invesco S&p 500 High Div, Low V equities held by Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

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

LPL Financial
Bank of America Corporation
Royal Bank of Canada
Financial Engines Advisors L.L.C
FMR
Franklin Resources
Goldman Sachs Group
Ameriprise Financial
UBS Group
Wells Fargo & Company
Babson Capital Management
Streettalk Advisors
Raymond James & Associates
Bank Of Montreal
Equitable Holdings

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