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

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

Historical chart of Convergence 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 Convergence 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3M 57k 75.19
2025-06-30 $216k 3.0k 71.26
2025-03-31 $3.8M 57k 66.34

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYG)
Spdr Series Trust State Street Spd (MDYV)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Heritage Wealth Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Advisor Group Holdings
Royal Bank of Canada
Jones Financial Companies, L.L
Northwestern Mutual Wealth Management Company
Envestnet Asset Management

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