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Invesco Exchange W&p 500 Qualit equities shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth 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 Arete Wealth 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 54k 75.06
2023-12-31 $854k 16k 54.08
2023-06-30 $714k 14k 50.45

More positions owned by Arete Wealth Advisors

Walt Disney Company (DIS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust Portfolio Agrgte (SPAB)
Putnam Etf Trust Focused Lar Cap (PVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPYM)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Inc Cap Stk Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Arete Wealth Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Wealth Enhancement Advisory Services
FMR
Wells Fargo & Company
Raymond James Financial
Vantagepoint Investment Advisers
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Jones Financial Companies, L.L
UBS Group

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