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Invesco Exchange W&p 500 Qualit equities shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management 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 Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 176k 60.42
2023-12-31 $9.2M 171k 54.08
2023-09-30 $7.5M 150k 50.04
2023-06-30 $7.8M 155k 50.45
2023-03-31 $4.1M 86k 47.32
2022-12-31 $3.5M 79k 44.00
2022-09-30 $2.9M 74k 39.74
2022-06-30 $2.4M 58k 42.00
2022-03-31 $2.0M 41k 49.90
2021-12-31 $2.1M 40k 53.20
2021-09-30 $1.8M 37k 48.54
2021-06-30 $1.6M 32k 48.60
2021-03-31 $1.3M 29k 44.32
2020-12-31 $1.2M 27k 42.10
2020-09-30 $904k 23k 38.65
2020-06-30 $685k 19k 35.40
2018-09-30 $106k 3.2k 32.80

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Put Option (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)

View all positions for Financial Advocates Investment Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Bancorp
CliftonLarsonAllen Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
CI Private Wealth
Pnc Financial Services
Madison Asset Management
Paragon Capital Management

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