SFMG Wealth Advisors »

Invesco S&p 500 High Div, Low V equities shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors 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 SFMG Wealth Advisors 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $755k 17k 44.40
2023-12-31 $721k 17k 42.41
2019-12-31 $1.7M 40k 44.02
2019-09-30 $2.2M 52k 42.63
2019-06-30 $2.2M 52k 42.37
2019-03-31 $2.5M 59k 42.45
2018-12-31 $1.9M 48k 38.20
2018-09-30 $2.2M 55k 40.24
2018-06-30 $2.3M 57k 41.04