GeoWealth Management »

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

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

Historical chart of GeoWealth 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.9M 98k 50.04
2023-03-31 $887k 19k 47.32
2022-12-31 $248k 5.6k 44.01
2021-09-30 $755k 16k 48.58

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
CliftonLarsonAllen Wealth Advisors
Fifth Third Bancorp
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