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

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $161k 3.2k 50.58
2024-06-30 $283k 6.4k 44.43
2024-03-31 $291k 6.6k 44.40
2023-12-31 $291k 6.9k 42.41
2023-09-30 $267k 6.8k 39.19
2023-06-30 $331k 8.0k 41.35
2023-03-31 $430k 10k 42.21
2022-12-31 $486k 11k 43.83

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Capital Group Dividend Value Etf Etf (CGDV)
Oneok Stock (OKE)
Capital Group Growth Etf Etf (CGGR)
Eli Lilly & Co Stock (LLY)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Olistico Wealth

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