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

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $652k 7.2k 90.10
2026-03-31 $615k 8.2k 75.19
2025-12-31 $630k 8.4k 75.05

More positions owned by Carlson Financial

NVIDIA Corporation (NVDA)
Axon Enterprise (AXON)
Tesla Motors (TSLA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

Top funds holding Invesco Exchange W&p 500 Qualit equities

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Envestnet Asset Management
Wealth Enhancement Advisory Services
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Heritage Wealth Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Jones Financial Companies, L.L
Advisor Group Holdings
Northwestern Mutual Wealth Management Company

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