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Invesco Exchange W&p 500 Qualit equities shares owned by Evergreen Wealth Partners

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

Historical chart of Evergreen Wealth Partners 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 Evergreen Wealth Partners 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 Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 12k 90.10

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust St Inter Bd Etf (SPIB)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Spdr Series Trust St Inter Etf (SPTI)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Internatnal Val (DFIV)
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)
Pimco Etf Tr Muni Income Opp (MINO)
Capital Group New Geography SHS (CGNG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Evergreen Wealth Partners

Top funds holding Invesco Exchange W&p 500 Qualit equities

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Heritage Wealth Advisors
Raymond James Financial
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Advisor Group Holdings
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View all funds holding Invesco Exchange W&p 500 Qualit equities