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Invesco Exchange W&p 500 Qualit equities shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 23k 67.03
2024-09-30 $2.4M 36k 67.27

More positions owned by Gladstone Institutional Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Purecycle Technologies (PCT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Meta Platforms Cl A (META)

View all positions for Gladstone Institutional Advisory

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Envestnet Asset Management
LPL Financial
Wealth Enhancement Advisory Services
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Fifth Third Bancorp
Bank of America Corporation
FMR
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Kovitz Investment Group Partners
Bank of New York Mellon
Advisor Group Holdings

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