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Invesco Exchange W&p 500 Qualit equities shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth 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 CarsonAllaria Wealth 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 CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $720k 12k 60.42
2023-12-31 $645k 12k 54.08
2023-09-30 $597k 12k 50.04
2023-06-30 $602k 12k 50.45
2023-03-31 $564k 12k 47.32
2022-12-31 $525k 12k 44.03
2022-09-30 $474k 12k 39.76
2022-06-30 $501k 12k 42.02
2022-03-31 $595k 12k 49.90
2021-12-31 $634k 12k 53.17

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

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