Invesco Exchange W&p 500 Qualit equities shares owned by Betterment
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $892k | 12k | 73.31 |
| 2025-06-30 | $782k | 11k | 71.29 |
| 2025-03-31 | $454k | 6.8k | 66.39 |
| 2024-12-31 | $293k | 4.4k | 67.05 |
| 2024-09-30 | $296k | 4.4k | 67.29 |
| 2024-06-30 | $244k | 3.8k | 63.43 |
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