Invesco Exchange W&p 500 Qualit equities shares owned by AE Wealth Management
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $400k | 5.9k | 67.28 |
| 2024-06-30 | $6.1M | 95k | 63.54 |
| 2024-03-31 | $10M | 166k | 60.42 |
| 2023-12-31 | $11M | 197k | 56.03 |
| 2023-09-30 | $509k | 10k | 50.04 |
| 2023-06-30 | $313k | 6.2k | 50.45 |
| 2023-03-31 | $1.7M | 37k | 47.32 |
| 2022-12-31 | $281k | 6.4k | 44.00 |
| 2022-09-30 | $231k | 5.8k | 39.69 |
| 2022-06-30 | $324k | 7.7k | 41.97 |
| 2022-03-31 | $542k | 11k | 49.89 |
| 2021-12-31 | $229k | 4.3k | 53.22 |
| 2021-06-30 | $7.4M | 153k | 48.60 |
| 2020-12-31 | $245k | 5.8k | 42.13 |
| 2020-09-30 | $213k | 5.5k | 38.71 |
| 2020-06-30 | $201k | 5.7k | 35.44 |
| 2020-03-31 | $345k | 12k | 29.90 |
| 2019-12-31 | $514k | 14k | 36.60 |
| 2019-09-30 | $275k | 8.2k | 33.60 |
| 2019-06-30 | $1.2M | 37k | 33.11 |
| 2019-03-31 | $373k | 12k | 32.18 |
| 2018-12-31 | $261k | 9.4k | 27.85 |
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