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Invesco S&p 500 High Div, Low V equities shares owned by Arden Trust

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

Historical chart of Arden Trust 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 Arden Trust 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 Arden Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 43k 44.40
2023-12-31 $1.8M 43k 42.41
2022-12-31 $1.3M 31k 43.83

More positions owned by Arden Trust

Spdr Doubleline Total Return Mutual Funds/fi (TOTL)
Dimensional Mutual Funds/eq (DFIC)
Ishares Tr Multifactor Intl Mutual Funds/eq (INTF)
Wisdomtree Emerging Markets Mutual Funds/eq (DEM)
Ishares Core Total Usd Bond Mutual Funds/fi (IUSB)
Matson Common Stock (MATX)
Capital Group Growth Etf Mutual Funds/eq (CGGR)
Spdr S&p 500 Growth Etf Mutual Funds/eq (SPYG)
Blackrock Mutual Funds/fi (BINC)
Hartford Multi Global Small Cap Mutual Funds/eq (RODM)
Ishares Msci Usa Quality Factor Mutual Funds/eq (QUAL)
Fidelity Inv Grade Bond Eft Mutual Funds/fi (FBND)
Microsoft Corp Common Stock (MSFT)
Capital Group Dividend Value Mutual Funds/eq (CGDV)
Vanguard Small Cap Value Etf Mutual Funds/eq (VBR)

View all positions for Arden Trust

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