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Invesco Exchange W&p 500 Qualit equities shares owned by Green Ridge Wealth Planning

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Green Ridge Wealth Planning from 13F filings

Historical chart of Green Ridge Wealth Planning 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 Green Ridge Wealth Planning 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 Green Ridge Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0M 107k 75.05

More positions owned by Green Ridge Wealth Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Global 100 Etf (IOO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr State Street Com (XLC)
NVIDIA Corporation (NVDA)

View all positions for Green Ridge Wealth Planning

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Wealth Enhancement Advisory Services
FMR
Wells Fargo & Company
Raymond James Financial
Vantagepoint Investment Advisers
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group

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