Howe and Rusling »

Invesco Exchange W&p 500 Qualit equities shares owned by Howe and Rusling

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

Historical chart of Howe and Rusling investment in Invesco Exchange W&p 500 Qualit equities

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All positions including Invesco Exchange W&p 500 Qualit equities held by Howe and Rusling 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 Howe and Rusling

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 611 73.32
2025-06-30 $44k 611 71.29
2025-03-31 $34k 509 66.34
2024-12-31 $40k 600 67.03
2023-06-30 $1.5k 30 50.47
2022-12-31 $2.2k 49 44.00

More positions owned by Howe and Rusling

Broadcom (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Gwt (IUSG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple Call Call Option (Principal) (AAPL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Us Vlu (IUSV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Howe and Rusling

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
Envestnet Asset Management
Jones Financial Companies, L.L
UBS Group

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