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Invesco S&p 500 High Div, Low V equities shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $677k 14k 49.45
2025-06-30 $656k 14k 47.56
2025-03-31 $713k 14k 50.23
2024-12-31 $701k 15k 48.31
2024-09-30 $762k 15k 50.57
2024-06-30 $677k 15k 44.43
2024-03-31 $842k 19k 44.40
2023-12-31 $951k 22k 42.41
2023-09-30 $2.5M 63k 39.19
2023-06-30 $7.1M 172k 41.35
2023-03-31 $14M 321k 42.21
2022-12-31 $16M 361k 43.83
2022-09-30 $13M 338k 39.11
2022-06-30 $14M 309k 44.14
2022-03-31 $13M 276k 46.74
2021-12-31 $8.0M 176k 45.28
2021-09-30 $7.5M 178k 42.33
2021-06-30 $8.0M 181k 44.08
2021-03-31 $6.9M 158k 43.55
2020-12-31 $4.8M 124k 38.41

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

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