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Invesco Exchange W&p 500 Qualit equities shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $82k 1.1k 73.31
2025-06-30 $79k 1.1k 71.28
2025-03-31 $74k 1.1k 66.36

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
iShares TR 0-3 MNTH Etf (SGOV)
Vanguard Extended Etf (VXF)
iShares iBonds Dec 2034 Term Treasury ETF Etf (IBTP)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG)
Vanguard World Etf (ESGV)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
iShares TR Esg Awr Etf (EAGG)
Ishares Ibonds Dec 2027 Term T (IBTH)
iShares TR Esg SCRND Etf (XVV)
Select Sector SPDR Etf (XLE)
iShares Trust Esg Etf (DMXF)
Vanguard Intl Equity Etf (VEU)

View all positions for Atlantic Private Wealth

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