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Invesco S&p 500 High Div, Low V equities shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 232k 49.45
2025-06-30 $12M 242k 47.56
2025-03-31 $9.6M 192k 50.23
2024-12-31 $9.1M 188k 48.31
2024-09-30 $8.9M 176k 50.57
2024-06-30 $5.2M 118k 44.43
2024-03-31 $6.0M 135k 44.40
2023-12-31 $6.0M 141k 42.41
2023-09-30 $5.4M 139k 39.19
2023-06-30 $6.9M 167k 41.45
2023-03-31 $20M 462k 42.21
2022-12-31 $1.6M 512k 3.20
2022-09-30 $12M 310k 39.11
2022-06-30 $14M 317k 44.14
2022-03-31 $6.0M 126k 47.21
2021-12-31 $5.1M 112k 45.28
2021-09-30 $4.2M 99k 42.33
2021-06-30 $4.2M 96k 44.08
2021-03-31 $4.5M 106k 42.87
2020-12-31 $6.9M 184k 37.58
2020-09-30 $5.4M 163k 32.99
2020-06-30 $7.2M 219k 32.92
2020-03-31 $6.1M 203k 30.01
2019-12-31 $8.8M 199k 44.03
2019-09-30 $6.0M 141k 42.63
2019-06-30 $5.7M 136k 42.11
2019-03-31 $5.0M 118k 42.46
2018-09-30 $2.8M 67k 41.41
2018-06-30 $1.2M 29k 40.80

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

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