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Invesco S&p 500 High Div, Low V equities shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $704k 14k 50.57
2024-06-30 $619k 14k 44.43

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

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
Franklin Resources
Wells Fargo & Company
Babson Capital Management
Streettalk Advisors
Raymond James & Associates
Envestnet Asset Management
Equitable Holdings
Commonwealth Equity Services
Jpmorgan Chase & Co
Cambridge Investment Research Advisors

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