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Invesco S&p 500 High Div, Low V equities shares owned by Univest National Bank and Trust

Quarter-by-quarter ownership of Invesco S&p 500 High Div, Low V equities (SPHD) shares owned by Univest National Bank and Trust from 13F filings

Historical chart of Univest National Bank and Trust 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 Univest National Bank and Trust 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 Univest National Bank and Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 8.2k 49.45
2025-06-30 $426k 9.0k 47.56
2025-03-31 $450k 9.0k 50.23
2024-12-31 $565k 12k 48.31

More positions owned by Univest National Bank and Trust

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr Core Total Usd (IUSB)
Nextera Energy (NEE)
Select Sector Spdr Tr Energy (XLE)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Univest National Bank and Trust

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