Invesco Exchange W&p 500 Qualit equities shares owned by Creative Planning
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.4M | 174k | 54.08 |
| 2023-09-30 | $10M | 199k | 50.04 |
| 2023-06-30 | $462k | 9.2k | 50.45 |
| 2023-03-31 | $467k | 9.9k | 47.32 |
| 2022-12-31 | $386k | 8.8k | 44.00 |
| 2022-09-30 | $459k | 12k | 39.72 |
| 2022-06-30 | $491k | 12k | 41.96 |
| 2022-03-31 | $565k | 11k | 49.92 |
| 2021-12-31 | $572k | 11k | 53.25 |
| 2021-09-30 | $483k | 10k | 48.54 |
| 2021-06-30 | $479k | 9.9k | 48.57 |
| 2021-03-31 | $472k | 11k | 44.29 |
| 2020-12-31 | $371k | 8.8k | 42.14 |
| 2020-09-30 | $340k | 8.8k | 38.65 |
| 2020-06-30 | $326k | 9.2k | 35.44 |
| 2020-03-31 | $293k | 9.8k | 29.90 |
| 2019-12-31 | $396k | 11k | 36.56 |
| 2019-09-30 | $278k | 8.3k | 33.58 |
| 2019-06-30 | $234k | 7.1k | 33.11 |
| 2019-03-31 | $261k | 8.1k | 32.13 |
| 2018-12-31 | $256k | 9.2k | 27.76 |
| 2018-09-30 | $256k | 7.8k | 32.76 |
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