Invesco Exchange W&p 500 Qualit equities shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $17M | 193k | 90.10 |
| 2026-03-31 | $692k | 9.2k | 75.19 |
| 2025-12-31 | $617k | 8.2k | 75.05 |
| 2025-06-30 | $1.1M | 16k | 71.26 |
| 2025-03-31 | $839k | 13k | 66.34 |
| 2024-12-31 | $933k | 14k | 67.03 |
| 2024-09-30 | $794k | 12k | 67.27 |
| 2024-06-30 | $748k | 12k | 63.54 |
| 2024-03-31 | $748k | 12k | 60.42 |
| 2023-12-31 | $649k | 12k | 54.08 |
| 2023-09-30 | $258k | 5.2k | 50.04 |
| 2023-06-30 | $240k | 5.4k | 44.41 |
| 2023-03-31 | $254k | 6.0k | 42.21 |
| 2022-12-31 | $191k | 4.3k | 44.00 |
| 2022-06-30 | $196k | 4.7k | 41.98 |
| 2022-03-31 | $233k | 4.7k | 49.90 |
| 2021-12-31 | $249k | 4.7k | 53.18 |
| 2021-09-30 | $227k | 14k | 16.21 |
| 2021-06-30 | $227k | 4.7k | 48.62 |
| 2021-03-31 | $207k | 4.7k | 44.34 |
| 2020-12-31 | $182k | 4.3k | 42.04 |
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