Invesco Exchange W&p 500 Qualit equities shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors 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 Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $35M | 527k | 67.03 |
| 2024-09-30 | $33M | 493k | 67.27 |
| 2024-06-30 | $32M | 504k | 63.54 |
| 2024-03-31 | $28M | 467k | 60.42 |
| 2023-12-31 | $26M | 475k | 54.08 |
| 2023-09-30 | $22M | 444k | 50.04 |
| 2023-06-30 | $23M | 449k | 50.45 |
| 2023-03-31 | $17M | 364k | 47.32 |
| 2022-12-31 | $29M | 668k | 44.00 |
| 2022-09-30 | $18M | 450k | 39.74 |
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