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Invesco Exchange W&p 500 Qualit equities shares owned by Next Capital Management

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Next Capital Management from 13F filings

Historical chart of Next Capital Management investment in Invesco Exchange W&p 500 Qualit equities

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange W&p 500 Qualit equities held by Next Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Next Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $249k 4.6k 54.08
2023-09-30 $230k 4.6k 50.04
2023-06-30 $232k 4.6k 50.45
2023-03-31 $218k 4.6k 47.32
2022-12-31 $202k 4.6k 43.95

More positions owned by Next Capital Management

Owl Rock Capital Corporation (OBDC)
Ishares Core S&p 500 Etf Uie (IVV)
Amazon (AMZN)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Golub Capital BDC (GBDC)
Apple (AAPL)
Select Sector Health Care Spdr Etf Uie (XLV)
Vanguard S&p 500 Etf Uie (VOO)
Facebook Inc cl a (META)
Ishares Core Msci Eafe Etf Uie (IEFA)
Ishares Russell 1000 Growth Etf Uie (IWF)
Nuveen Floating Rate Cem (JFR)
Apollo Senior Floating R Cem (AFT)
Vanguard Total Stock Market Etf Uie (VTI)
Charles Schwab Corporation (SCHW)

View all positions for Next Capital Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
LPL Financial
CliftonLarsonAllen Wealth Advisors
Fifth Third Bancorp
FMR
Bank of America Corporation
Ameriprise Financial
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group

View all funds holding Invesco Exchange W&p 500 Qualit equities