Invesco S&p 500 High Div, Low V equities shares owned by Sigma Planning
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning 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 Sigma Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $768k | 16k | 49.45 |
| 2025-06-30 | $757k | 16k | 47.56 |
| 2025-03-31 | $758k | 15k | 50.23 |
| 2024-12-31 | $1.1M | 23k | 48.31 |
| 2024-09-30 | $1.2M | 23k | 50.57 |
| 2024-06-30 | $1.0M | 24k | 44.43 |
| 2024-03-31 | $1.1M | 24k | 44.40 |
| 2023-12-31 | $500k | 12k | 42.41 |
| 2023-09-30 | $1.2M | 30k | 39.19 |
| 2023-06-30 | $1.4M | 33k | 41.35 |
| 2023-03-31 | $1.8M | 42k | 42.21 |
| 2022-12-31 | $2.0M | 45k | 43.83 |
| 2022-09-30 | $1.8M | 46k | 39.11 |
| 2022-06-30 | $1.7M | 38k | 44.13 |
| 2022-03-31 | $1.4M | 29k | 47.21 |
| 2021-12-31 | $1.4M | 31k | 45.28 |
| 2021-09-30 | $1.3M | 30k | 42.34 |
| 2021-06-30 | $1.8M | 42k | 44.08 |
| 2021-03-31 | $1.1M | 26k | 42.86 |
| 2020-12-31 | $952k | 25k | 37.56 |
| 2020-09-30 | $1.0M | 31k | 32.99 |
| 2020-06-30 | $810k | 25k | 32.94 |
| 2020-03-31 | $829k | 28k | 30.03 |
| 2019-12-31 | $1.8M | 40k | 44.02 |
| 2019-09-30 | $1.9M | 45k | 42.63 |
| 2019-06-30 | $1.9M | 46k | 42.12 |
| 2019-03-31 | $2.2M | 52k | 42.46 |
| 2018-12-31 | $1.6M | 41k | 38.20 |
| 2018-09-30 | $1.4M | 34k | 41.42 |
| 2018-06-30 | $1.6M | 38k | 41.04 |
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