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

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

Historical chart of WJ Financial 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 WJ Financial 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 WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 41k 49.45

More positions owned by WJ Financial Advisors

Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Mongodb Cl A (MDB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard World Inf Tech Etf (VGT)

View all positions for WJ Financial 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