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Invesco Exchange W&p 500 Qualit equities shares owned by Jordan Park Group

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

Historical chart of Jordan Park Group 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 Jordan Park Group 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 Jordan Park Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2M 170k 54.08
2023-09-30 $8.5M 170k 50.04
2023-06-30 $8.6M 170k 50.45
2023-03-31 $8.1M 170k 47.32
2022-12-31 $7.5M 170k 44.00

More positions owned by Jordan Park Group

Ishares Core Msci Emkt (IEMG)
Graniteshares Gold Tr Shs Ben Int (BAR)
Kraneshares Tr California Carb (KCCA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Jordan Park Group

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