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Invesco Exchange W&p 500 Qualit equities shares owned by Legacy Advisors

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

Historical chart of Legacy Advisors investment in Invesco Exchange W&p 500 Qualit equities

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250.6M0.7M0.8M0.9M1M14.999k14.9995k15k15.0005k15.001k
Value ($)Share countHistorical SPHQ position of Legacy Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange W&p 500 Qualit equities held by Legacy Advisors 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 Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 15k 67.03
2024-09-30 $1.0M 15k 67.27
2024-06-30 $953k 15k 63.54
2024-03-31 $906k 15k 60.42
2023-12-31 $811k 15k 54.08
2023-09-30 $751k 15k 50.04
2023-06-30 $757k 15k 50.45
2023-03-31 $710k 15k 47.32
2022-12-31 $660k 15k 44.00
2022-09-30 $596k 15k 39.73
2022-06-30 $630k 15k 42.00
2022-03-31 $749k 15k 49.93