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Invesco Exchange W&p 500 Qualit equities shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth 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 Graves-Light Private Wealth 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 287k 54.08
2023-09-30 $14M 286k 50.24
2023-06-30 $14M 286k 50.45
2023-03-31 $13M 274k 47.32
2022-12-31 $11M 251k 44.00
2022-09-30 $9.3M 233k 39.74
2022-06-30 $8.3M 197k 42.00
2022-03-31 $10M 209k 49.91
2021-12-31 $11M 214k 53.21
2021-09-30 $11M 225k 48.55
2021-06-30 $11M 229k 48.60
2021-03-31 $11M 241k 44.33
2020-12-31 $11M 250k 42.11
2020-09-30 $9.8M 254k 38.66
2020-06-30 $9.0M 254k 35.41
2020-03-31 $8.1M 271k 29.93
2019-12-31 $10M 280k 36.57
2019-09-30 $9.9M 287k 34.36
2019-06-30 $9.8M 294k 33.12
2019-03-31 $9.6M 300k 32.15
2018-12-31 $8.2M 297k 27.81

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
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CliftonLarsonAllen Wealth Advisors
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