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

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

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3M 70k 75.05

More positions owned by Capstone Wealth Management Group

Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Capstone Wealth Management Group

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Wealth Enhancement Advisory Services
FMR
Wells Fargo & Company
Raymond James Financial
Vantagepoint Investment Advisers
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Jones Financial Companies, L.L
UBS Group

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