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Invesco S&p 500 High Div, Low V equities shares owned by Pinnacle Wealth Management Group

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

Historical chart of Pinnacle Wealth Management 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 Pinnacle Wealth Management 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 Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 58k 49.45
2025-06-30 $2.6M 55k 47.56
2025-03-31 $2.7M 53k 50.23
2024-12-31 $2.9M 59k 48.31
2024-09-30 $2.9M 57k 50.57

More positions owned by Pinnacle Wealth Management Group

Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
RBB Us Treas 3 Mnth (TBIL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Vaneck Etf Trust Gold Miners Etf (GDX)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Pinnacle Wealth Management Group

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

Morgan Stanley
LPL Financial
Financial Engines Advisors L.L.C
Franklin Resources
Raymond James Financial
Royal Bank of Canada
Two Sigma Investments
Wells Fargo & Company
UBS Group
Streettalk Advisors
Envestnet Asset Management
Ameriprise Financial
Equitable Holdings
FMR
Commonwealth Equity Services

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