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Invesco S&p 500 High Div, Low V equities shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management 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 MGB Wealth Management 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $72k 1.4k 50.57
2024-06-30 $65k 1.4k 45.62
2024-03-31 $63k 1.4k 44.40
2023-12-31 $60k 1.4k 42.41

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Semicndctr (XSD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Broadcom (AVGO)
Marathon Petroleum Corp (MPC)
Vanguard Index Fds Growth Etf (VUG)
Oneok (OKE)
Canadian Natural Resources (CNQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eaton Corp SHS (ETN)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)

View all positions for MGB Wealth Management

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
Franklin Resources
Wells Fargo & Company
Babson Capital Management
Streettalk Advisors
Raymond James & Associates
Envestnet Asset Management
Equitable Holdings
Commonwealth Equity Services
Jpmorgan Chase & Co
Cambridge Investment Research Advisors

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