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Invesco Exchange W&p 500 Qualit equities shares owned by APCM Wealth Management for Individuals

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

Historical chart of APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.6M 69k 67.03
2024-09-30 $10M 149k 67.27
2024-06-30 $9.9M 156k 63.54
2024-03-31 $9.9M 164k 60.42

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Stoxx Globr Inf (NFRA)
Ishares Tr Core Msci Eafe (IEFA)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Nuveen Ice Short (SHM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abrdn Etfs Bbrg All Commdy (BCD)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for APCM Wealth Management for Individuals

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Wealth Enhancement Advisory Services
Morgan Stanley
FMR
Wells Fargo & Company
Raymond James Financial
Fifth Third Bancorp
Vantagepoint Investment Advisers
Envestnet Asset Management
Bank of New York Mellon
Advisor Group Holdings
Royal Bank of Canada
Northwestern Mutual Wealth Management Company

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