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Invesco Exchange W&p 500 Qualit equities shares owned by BCS Wealth Management

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

Historical chart of BCS Wealth Management 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 BCS Wealth Management 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 BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $311k 4.6k 66.95
2024-09-30 $303k 4.5k 67.38

More positions owned by BCS Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for BCS Wealth Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Envestnet Asset Management
LPL Financial
Wealth Enhancement Advisory Services
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Fifth Third Bancorp
Bank of America Corporation
FMR
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Kovitz Investment Group Partners
Bank of New York Mellon
Advisor Group Holdings

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