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

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

Historical chart of Financial 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 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 Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3M 84k 75.19
2025-12-31 $6.1M 81k 75.05

More positions owned by Financial Management

Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Series Trust State Street Spd (SPSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Spdr Series Trust State Street Spd (SJNK)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr Index Shs Fds State Street Spd (SPEM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Cre U S Reit Etf (USRT)
Wal-Mart Stores (WMT)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Financial Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
FMR
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Heritage Wealth Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Advisor Group Holdings
Jones Financial Companies, L.L
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Envestnet Asset Management

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