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

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

Historical chart of ProVise Management Group 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 ProVise 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $291k 7.0k 41.35
2023-03-31 $419k 9.9k 42.21
2022-12-31 $528k 12k 43.83
2022-09-30 $772k 20k 39.13
2022-06-30 $1.1M 26k 44.16
2022-03-31 $458k 9.7k 47.23

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Amazon (AMZN)
Oracle Corporation (ORCL)
Wells Fargo & Company (WFC)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Philip Morris International (PM)

View all positions for ProVise Management Group

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

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
Cetera Investment Advisers

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