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Invesco S&p 500 High Div, Low V equities shares owned by Saxon Interests

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

Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 30k 48.31
2024-09-30 $791k 16k 50.57
2023-03-31 $569k 14k 42.21
2022-12-31 $940k 21k 44.96
2022-09-30 $743k 18k 40.76
2022-06-30 $1.2M 28k 44.15
2022-03-31 $1.9M 40k 47.20

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Msci Jpn Etf New (EWJ)
Doubleline Etf Trust Commercial Real (DCRE)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Saxon Interests

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

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Financial Engines Advisors L.L.C
Ameriprise Financial
FMR
Franklin Resources
Raymond James Financial
Wells Fargo & Company
UBS Group
Babson Capital Management
Streettalk Advisors
Stifel Financial
Goldman Sachs Group

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