New Wave Wealth Advisors »

Invesco S&p 500 High Div, Low V equities shares owned by New Wave Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 High Div, Low V equities held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 25k 44.43

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Tyson Foods Cl A (TSN)
Apple (AAPL)
Ishares Tr Msci India Etf (INDA)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for New Wave Wealth 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
FMR
Franklin Resources
UBS Group
Wells Fargo & Company
Streettalk Advisors
Ameriprise Financial
Raymond James & Associates
Envestnet Asset Management
Equitable Holdings
Commonwealth Equity Services

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