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

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

Historical chart of WMG 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 WMG 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $452k 9.1k 49.45
2025-06-30 $445k 9.3k 47.56
2025-03-31 $457k 9.1k 50.23
2024-12-31 $730k 15k 48.31

More positions owned by WMG Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Mid C (AVMV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
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At&t (T)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for WMG 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