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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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 |
|---|---|---|---|
| 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 |
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