Kroeger Financial Partners »

Invesco Exchange W&p 500 Qualit equities shares owned by Kroeger Financial Partners

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Kroeger Financial Partners from 13F filings

Historical chart of Kroeger Financial Partners 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 Kroeger Financial Partners 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 Kroeger Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.0M 55k 90.10

More positions owned by Kroeger Financial Partners

Vanguard Ftse Developed Markets Index Fund Etf Shares Shares (VEA)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Shares (IGSB)
State Street Spdr Portfolio S&p 500 Etf Shares (SPYM)
Vanguard Intermediate-term Bond Index Fund Etf Shares Shares (BIV)
Jpmorgan International Bond Opportunities Etf Shares (JPIB)
Invesco S&p 500 Quality Etf Shares (SPHQ)
Ishares Convertible Bond Etf Shares (ICVT)
Vanguard Value Index Fund Etf Shares Shares (VTV)
Imgp Dbi Managed Futures Strategy Etf Shares (DBMF)
Invesco Variable Rate Preferred Etf Shares (VRP)
Ishares Ultra Short Duration Bond Active Etf Shares (ICSH)
Apple (AAPL)
Ishares Core International Aggregate Bond Etf Shares (IAGG)
Ishares Core Universal Usd Bond Etf Shares (IUSB)
State Street Spdr Portfolio Emerging Markets Etf Shares (SPEM)

View all positions for Kroeger Financial Partners

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
FMR
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Heritage Wealth Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Advisor Group Holdings
Jones Financial Companies, L.L
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Envestnet Asset Management

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