Koss-Olinger Consulting »

Invesco Exchange W&p 500 Qualit equities shares owned by Koss-Olinger Consulting

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Koss-Olinger Consulting from 13F filings

Historical chart of Koss-Olinger Consulting 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 Koss-Olinger Consulting consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Koss-Olinger Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 3.5k 71.23
2025-06-30 $250k 3.5k 71.26

More positions owned by Koss-Olinger Consulting

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Long Term Bond (BLV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Tesla Motors (TSLA)
Spdr Series Trust S&p 500 Esg Etf (EFIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)

View all positions for Koss-Olinger Consulting

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Wealth Enhancement Advisory Services
Morgan Stanley
FMR
Wells Fargo & Company
Raymond James Financial
Fifth Third Bancorp
Vantagepoint Investment Advisers
Envestnet Asset Management
Bank of New York Mellon
Advisor Group Holdings
Royal Bank of Canada
Northwestern Mutual Wealth Management Company

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