Invesco Exchange W&p 500 Qualit equities shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 115k | 73.29 |
| 2025-06-30 | $8.2M | 116k | 71.26 |
| 2025-03-31 | $7.4M | 111k | 66.34 |
| 2024-12-31 | $7.8M | 117k | 67.03 |
| 2024-09-30 | $7.9M | 117k | 67.27 |
| 2024-06-30 | $7.2M | 114k | 63.54 |
| 2024-03-31 | $6.9M | 114k | 60.42 |
| 2023-12-31 | $4.6M | 86k | 54.08 |
| 2023-09-30 | $4.0M | 79k | 50.04 |
| 2023-06-30 | $1.1M | 22k | 50.45 |
| 2023-03-31 | $761k | 16k | 47.32 |
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