Invesco Exchange W&p 500 Qualit equities shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 6.2k | 73.29 |
| 2025-06-30 | $478k | 6.7k | 71.25 |
| 2025-03-31 | $450k | 6.8k | 66.34 |
| 2024-12-31 | $2.0M | 30k | 67.03 |
| 2024-09-30 | $531k | 7.9k | 67.27 |
| 2024-06-30 | $613k | 9.5k | 64.60 |
| 2024-03-31 | $599k | 10k | 58.33 |
| 2023-12-31 | $10k | 188 | 54.08 |
| 2023-09-30 | $9.4k | 188 | 50.04 |
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