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Invesco Exchange W&p 500 Qualit equities shares owned by Bedel Financial Consulting

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

Historical chart of Bedel Financial Consulting investment in Invesco Exchange W&p 500 Qualit equities

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All positions including Invesco Exchange W&p 500 Qualit equities held by Bedel Financial Consulting 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 Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 5.6k 73.29
2025-06-30 $402k 5.6k 71.26
2025-03-31 $375k 5.6k 66.61
2022-03-31 $38k 757 50.20

More positions owned by Bedel Financial Consulting

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Eli Lilly & Co. Put Option (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Bedel Financial Consulting

Top funds holding Invesco Exchange W&p 500 Qualit equities

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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
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Northwestern Mutual Wealth Management Company

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