Pensionmark Financial Group »

Invesco S&p 500 High Div, Low V equities shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $118k 47k 2.51
2024-09-30 $272k 5.4k 50.57
2024-06-30 $201k 4.5k 44.43
2024-03-31 $281k 6.3k 44.40

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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

LPL Financial
Financial Engines Advisors L.L.C
Royal Bank of Canada
Two Sigma Investments
Raymond James Financial
Franklin Resources
Wells Fargo & Company
Stifel Financial
UBS Group
Streettalk Advisors
Ameriprise Financial
Private Advisor
FMR
Envestnet Asset Management
Cetera Investment Advisers

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