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Invesco Exchange W&p 500 Qualit equities shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial 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 Beaumont Financial 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $223k 3.1k 71.26
2025-03-31 $211k 3.2k 66.34
2024-12-31 $210k 3.1k 67.03
2024-09-30 $226k 3.4k 67.27

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Strategas Macro Thematic Opportunities Etf Etf (SAMT)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Nvidia Corporation Stock (NVDA)
Jpmorgan Equity Focus Etf Etf (JPEF)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Growth Etf Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Wealth Enhancement Advisory Services
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
Jones Financial Companies, L.L

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