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Invesco Exchange W&p 500 Qualit equities shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $816k 14k 59.88
2023-12-31 $737k 14k 54.08

More positions owned by Balanced Wealth Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Value Line Divid In SHS (FVD)

View all positions for Balanced Wealth Group

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
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
Madison Asset Management
Pnc Financial Services

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