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Invesco S&p 500 High Div, Low V equities shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 33k 49.45
2025-06-30 $939k 20k 47.56
2025-03-31 $972k 19k 50.23
2024-12-31 $924k 19k 48.31
2024-09-30 $858k 17k 50.57
2024-06-30 $782k 18k 44.43
2024-03-31 $758k 17k 44.40
2023-12-31 $426k 10k 42.41
2023-09-30 $424k 11k 39.19
2023-06-30 $472k 11k 41.35
2023-03-31 $578k 14k 42.21
2022-12-31 $573k 13k 43.83
2022-09-30 $532k 14k 39.12
2022-06-30 $520k 12k 44.12
2022-03-31 $554k 12k 47.23
2021-12-31 $521k 12k 45.25
2021-09-30 $503k 12k 42.33
2021-03-31 $1.1M 25k 42.87
2020-09-30 $526k 16k 32.99
2020-06-30 $562k 17k 32.91
2020-03-31 $619k 21k 29.98
2019-12-31 $907k 21k 43.98
2019-09-30 $886k 21k 42.62
2019-06-30 $656k 16k 42.09
2019-03-31 $661k 16k 42.41
2018-12-31 $612k 16k 38.18
2018-09-30 $623k 15k 41.38
2018-06-30 $695k 17k 41.03

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

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

Morgan Stanley
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

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