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Invesco Exchange W&p 500 Qualit equities shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.0M 100k 90.10

More positions owned by Asset Allocation Strategies

Spdr Series Trust St Str P500etf (SPYM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Global 100 Etf (IOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Asset Allocation Strategies

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
FMR
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
Wealth Enhancement Advisory Services
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Heritage Wealth Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Jones Financial Companies, L.L
Advisor Group Holdings
Northwestern Mutual Wealth Management Company

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