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

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

Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $490M 7.3M 67.27
2024-06-30 $446M 7.0M 63.54
2024-03-31 $400M 6.6M 60.42
2023-12-31 $189M 3.5M 54.08
2023-09-30 $166M 3.3M 50.04
2023-06-30 $153M 3.0M 50.45
2023-03-31 $100M 2.1M 47.32

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen 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