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Invesco Exchange W&p 500 Qualit equities shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning Advisors 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 Capital Planning Advisors 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 475k 54.08
2023-09-30 $22M 444k 50.04
2023-06-30 $23M 449k 50.45
2023-03-31 $17M 364k 47.32
2022-12-31 $29M 668k 44.00
2022-09-30 $18M 450k 39.74

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Bancorp
CliftonLarsonAllen Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
CI Private Wealth
Pnc Financial Services
Madison Asset Management
Paragon Capital Management

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