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Invesco S&p 500 High Div, Low V equities shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 35k 48.31
2024-09-30 $2.0M 40k 50.57

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

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