Invesco S&p 500 High Div, Low V equities shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management 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 Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $104k | 2.2k | 48.31 |
| 2024-09-30 | $109k | 2.2k | 50.57 |
| 2024-06-30 | $96k | 2.2k | 44.43 |
| 2024-03-31 | $96k | 2.2k | 44.40 |
| 2023-12-31 | $91k | 2.2k | 42.41 |
| 2023-09-30 | $84k | 2.2k | 39.19 |
| 2023-06-30 | $89k | 2.2k | 41.35 |
| 2023-03-31 | $91k | 2.2k | 42.21 |
| 2022-12-31 | $94k | 2.2k | 43.83 |
| 2022-09-30 | $85k | 2.2k | 39.53 |
| 2022-06-30 | $95k | 2.2k | 44.19 |
| 2022-03-31 | $102k | 2.2k | 47.44 |
| 2021-12-31 | $97k | 2.2k | 45.12 |
| 2021-09-30 | $91k | 2.2k | 42.33 |
| 2021-06-30 | $95k | 2.2k | 44.19 |
| 2021-03-31 | $92k | 610 | 150.82 |
| 2020-12-31 | $81k | 2.2k | 37.67 |
| 2020-09-30 | $71k | 2.2k | 33.02 |
| 2020-06-30 | $71k | 2.2k | 33.02 |
| 2020-03-31 | $65k | 2.2k | 30.23 |
| 2019-12-31 | $95k | 2.2k | 44.19 |
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