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Invesco S&p 500 High Div, Low V equities shares owned by Oakmont Advisory Group

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

Historical chart of Oakmont Advisory Group 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 Oakmont Advisory Group 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 Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $127k 2.5k 50.84

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (JNK)

View all positions for Oakmont Advisory Group

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

Brookstone Capital Management
LPL Financial
Morgan Stanley
Bank of America Corporation
Raymond James Financial
Royal Bank of Canada
Franklin Resources
UBS Group
Wells Fargo & Company
Streettalk Advisors
Ameriprise Financial
Private Advisor
Financial Engines Advisors L.L.C
Cetera Investment Advisers
Bank Of Montreal

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