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Invesco Exchange W&p 500 Qualit equities shares owned by Cerro Pacific Wealth Advisors

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

Historical chart of Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 31k 63.54
2024-06-30 $1.9M 30k 63.54

More positions owned by Cerro Pacific Wealth Advisors

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Value (VLUE)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishares 25+ Yr T (GOVZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Chevron Corporation (CVX)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Select Sector Spdr Tr Technology (XLK)

View all positions for Cerro Pacific Wealth Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Envestnet Asset Management
LPL Financial
Wealth Enhancement Advisory Services
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Fifth Third Bancorp
Bank of America Corporation
Wells Fargo & Company
Kovitz Investment Group Partners
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
SFMG Wealth Advisors
Mainstay Capital Management

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