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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
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

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

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Bancorp
CliftonLarsonAllen Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
CI Private Wealth
Pnc Financial Services
Madison Asset Management
Paragon Capital Management

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