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Invesco Exchange W&p 500 Qualit equities shares owned by First Foundation Advisors

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

Historical chart of First Foundation 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 First Foundation Advisors 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 First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $571k 7.8k 73.29
2025-06-30 $595k 8.3k 71.26
2025-03-31 $549k 8.3k 66.34

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Amazon (AMZN)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Mid Cap Etf (IWR)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Core Msci Emkt (IEMG)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
NVIDIA Corporation (NVDA)

View all positions for First Foundation Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Wealth Enhancement Advisory Services
Morgan Stanley
FMR
Wells Fargo & Company
Raymond James Financial
Fifth Third Bancorp
Vantagepoint Investment Advisers
Envestnet Asset Management
Bank of New York Mellon
Advisor Group Holdings
Royal Bank of Canada
Northwestern Mutual Wealth Management Company

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