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

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

Historical chart of Cresta 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 Cresta 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 Cresta Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 153k 67.27
2024-03-31 $8.6M 142k 60.42
2023-12-31 $7.2M 133k 54.08
2023-09-30 $6.2M 124k 50.04
2023-06-30 $4.0M 79k 50.45

More positions owned by Cresta Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pimco Etf Tr Mtg Bkd Secs Act
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Nuveen Insured Tax-Free Adv Munici (NEA)
International Bancshares Corporation (IBOC)

View all positions for Cresta 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