Waterloo Capital »

Invesco S&p 500 High Div, Low V equities shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Invesco S&p 500 High Div, Low V equities

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 High Div, Low V equities held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 High Div, Low V equities by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 5.3k 49.45
2025-06-30 $245k 5.1k 47.56
2025-03-31 $297k 5.9k 50.23
2024-12-31 $291k 6.0k 48.31
2024-09-30 $349k 6.9k 50.57
2024-06-30 $313k 7.1k 44.43
2024-03-31 $379k 8.5k 44.40

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

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