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

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 250k 48.31
2024-09-30 $13M 265k 50.57
2019-03-31 $33k 800 41.25
2018-12-31 $30k 800 37.50
2018-09-30 $33k 800 41.25

More positions owned by WESPAC Advisors SoCal

Broadcom (AVGO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Us Br Del Se Etf (IAI)
Metropcs Communications (TMUS)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for WESPAC Advisors SoCal

Top funds holding Invesco S&p 500 High Div, Low V equities

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Financial Engines Advisors L.L.C
Ameriprise Financial
FMR
Franklin Resources
Raymond James Financial
Wells Fargo & Company
UBS Group
Babson Capital Management
Streettalk Advisors
Stifel Financial
Goldman Sachs Group

View all funds holding Invesco S&p 500 High Div, Low V equities