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

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

Historical chart of Burns 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 Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $251k 5.3k 47.32
2022-12-31 $233k 5.3k 44.00
2022-09-30 $211k 5.3k 39.77
2022-06-30 $223k 5.3k 42.04
2022-03-31 $265k 5.3k 49.95
2021-12-31 $288k 5.4k 53.14

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
CliftonLarsonAllen Wealth Advisors
Fifth Third Bancorp
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
Madison Asset Management
Pnc Financial Services
Paragon Capital Management
Mainstay Capital Management

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