Invesco Exchange W&p 500 Qualit equities shares owned by Evensky & Katz
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz 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 Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $54M | 808k | 67.27 |
| 2024-06-30 | $52M | 814k | 63.54 |
| 2024-03-31 | $49M | 818k | 60.42 |
| 2023-12-31 | $45M | 823k | 54.08 |
| 2023-09-30 | $42M | 829k | 50.04 |
| 2023-06-30 | $45M | 896k | 50.45 |
| 2023-03-31 | $43M | 901k | 47.32 |
| 2022-12-31 | $37M | 843k | 44.00 |
| 2022-09-30 | $33M | 834k | 39.74 |
| 2022-06-30 | $34M | 815k | 42.00 |
| 2022-03-31 | $40M | 806k | 49.91 |
| 2021-12-31 | $43M | 815k | 53.21 |
| 2021-09-30 | $40M | 817k | 48.55 |
| 2021-06-30 | $41M | 833k | 48.60 |
| 2021-03-31 | $36M | 806k | 44.33 |
| 2020-12-31 | $34M | 797k | 42.11 |
| 2020-09-30 | $30M | 779k | 38.66 |
| 2020-06-30 | $28M | 788k | 35.41 |
| 2020-03-31 | $24M | 802k | 29.93 |
| 2019-12-31 | $30M | 832k | 36.57 |
| 2019-09-30 | $29M | 855k | 33.54 |
| 2019-06-30 | $28M | 858k | 33.12 |
| 2019-03-31 | $28M | 871k | 32.15 |
| 2018-12-31 | $24M | 867k | 27.81 |
| 2018-09-30 | $28M | 861k | 32.80 |
| 2018-06-30 | $25M | 840k | 30.01 |
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