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

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

Historical chart of Generation Capital 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 Generation Capital 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 Generation Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 37k 73.29
2025-06-30 $2.4M 34k 71.26

More positions owned by Generation Capital Management

RBB Us Treas 3 Mnth (TBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Netflix (NFLX)

View all positions for Generation Capital Management

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