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

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

Historical chart of Pacific Capital 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 Pacific Capital Wealth Advisors 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.8k 232 42.41
2020-09-30 $11k 327 33.64

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

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

Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Franklin Resources
Jpmorgan Chase & Co
Streettalk Advisors
Atria Wealth Solutions
Raymond James & Associates
Stifel Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors
Bank Of Montreal
Hanson McClain Advisors
Shilanski & Associates

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