Invesco Exchange W&p 500 Qualit equities shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $361k | 4.9k | 73.28 |
| 2025-06-30 | $358k | 5.0k | 71.27 |
| 2025-03-31 | $333k | 5.0k | 66.34 |
| 2024-12-31 | $327k | 4.9k | 67.03 |
| 2024-09-30 | $300k | 4.5k | 67.27 |
| 2024-06-30 | $283k | 4.5k | 63.54 |
| 2024-03-31 | $269k | 4.5k | 60.42 |
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