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Invesco S&p 500 High Div, Low V equities shares owned by Stonebridge Wealth Management

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

Historical chart of Stonebridge Wealth Management 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 Stonebridge Wealth Management 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 Stonebridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 64k 49.45
2025-06-30 $3.1M 65k 47.56

More positions owned by Stonebridge Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Dynamic Intl Sml (DDLS)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Itl High Div Fd (DTH)
United Homes Group *w Exp 03/30/202 (UHGWW)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
United Homes Group Cl A (UHG)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Abbvie (ABBV)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for Stonebridge Wealth Management

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

Morgan Stanley
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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