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Invesco S&p 500 High Div, Low V equities shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities 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 Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $818k 17k 49.45
2025-06-30 $875k 18k 48.31
2025-03-31 $955k 19k 50.23
2024-12-31 $872k 18k 48.10
2024-09-30 $525k 10k 50.57
2024-06-30 $477k 11k 44.43
2024-03-31 $462k 10k 44.40
2023-12-31 $436k 10k 42.41
2023-09-30 $403k 10k 39.19
2023-06-30 $425k 10k 41.35
2023-03-31 $428k 10k 41.63
2022-12-31 $450k 10k 43.83
2022-09-30 $402k 10k 39.12
2022-06-30 $471k 11k 44.14
2022-03-31 $531k 11k 47.61
2021-12-31 $605k 13k 45.40
2021-09-30 $602k 14k 43.60
2021-06-30 $602k 14k 43.60
2021-03-31 $582k 14k 42.86
2020-12-31 $502k 13k 37.61
2020-09-30 $344k 10k 33.00
2020-06-30 $342k 10k 32.95
2020-03-31 $282k 9.4k 30.04
2019-12-31 $338k 31k 11.01
2019-09-30 $1.3M 31k 42.64
2019-06-30 $447k 11k 42.09
2019-03-31 $400k 9.4k 42.43
2018-12-31 $378k 9.1k 41.43
2018-09-30 $378k 9.1k 41.43
2018-06-30 $374k 9.1k 41.00

More positions owned by Sunbelt Securities

Exxon Mobil Corp Stock (XOM)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Gold Trust Etf (IAU)
Broadcom Stock (AVGO)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Invesco Qqq Trust Series I Etf (QQQ)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)
Palantir Technologies Inc Cl A Stock (PLTR)
Innovator Defined Wealth Shield Etf Etf (BALT)

View all positions for Sunbelt Securities

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