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Invesco Exchange W&p 500 Qualit equities shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 2.5k 90.10
2022-09-30 $251k 6.3k 39.68
2022-06-30 $290k 6.9k 42.06
2022-03-31 $344k 6.9k 49.89

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P500etf (SPYM)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr Larg Cap Dec Etf (DMAX)
Calamos Etf Tr Russe 2000 Janua (CPRY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crown Wealth Group

Top funds holding Invesco Exchange W&p 500 Qualit equities

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

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