EverSource Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange W&p 500 Qualit equities held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)

View all positions for EverSource Wealth Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Envestnet Asset Management
LPL Financial
Wealth Enhancement Advisory Services
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Fifth Third Bancorp
Bank of America Corporation
Wells Fargo & Company
Kovitz Investment Group Partners
Bank of New York Mellon
SFMG Wealth Advisors
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Madison Asset Management

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