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Invesco S&p 500 High Div, Low V equities shares owned by LM Advisors

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

Historical chart of LM Advisors investment in Invesco S&p 500 High Div, Low V equities

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20252.5M2.6M2.7M2.8M2.9M58k59k60k
Value ($)Share countHistorical SPHD position of LM Advisors Source: stockzoa.comValue ($)Share count

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 58k 48.31
2024-09-30 $3.0M 59k 50.56
2024-03-31 $2.7M 61k 44.39
2023-12-31 $2.5M 59k 42.41

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Coinbase Global Inc Calls Op
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)
Vanguard World Fd Health Car Etf Etf (VHT)
Meta Platforms Inc Cl A Cl A (META)

View all positions for LM Advisors

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

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Financial Engines Advisors L.L.C
Ameriprise Financial
FMR
Franklin Resources
Raymond James Financial
Wells Fargo & Company
UBS Group
Babson Capital Management
Streettalk Advisors
Stifel Financial
Goldman Sachs Group

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