Invesco S&p 500 High Div, Low V equities shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Invesco S&p 500 High Div, Low V equities
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Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $841k | 17k | 49.45 |
| 2025-06-30 | $809k | 17k | 47.56 |
| 2025-03-31 | $855k | 17k | 50.23 |
| 2024-12-31 | $822k | 17k | 48.31 |
| 2024-09-30 | $860k | 17k | 50.57 |
| 2024-06-30 | $756k | 17k | 44.43 |
| 2024-03-31 | $755k | 17k | 44.40 |
| 2023-12-31 | $721k | 17k | 42.41 |
| 2019-12-31 | $1.7M | 40k | 44.02 |
| 2019-09-30 | $2.2M | 52k | 42.63 |
| 2019-06-30 | $2.2M | 52k | 42.37 |
| 2019-03-31 | $2.5M | 59k | 42.45 |
| 2018-12-31 | $1.9M | 48k | 38.20 |
| 2018-09-30 | $2.2M | 55k | 40.24 |
| 2018-06-30 | $2.3M | 57k | 41.04 |
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