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Invesco S&p 500 High Div, Low V equities shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $4.2k 100 42.21
2022-12-31 $2.5M 58k 43.83
2022-09-30 $2.2M 55k 39.12
2022-06-30 $352k 8.0k 44.15

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

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
FMR
Franklin Resources
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Streettalk Advisors
Ameriprise Financial
Atria Wealth Solutions
Raymond James & Associates
Envestnet Asset Management

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