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Legacy Wealth Managment »

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

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Wealth Managment

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$12k	157	73.29
2025-06-30	$18k	250	71.26
2025-03-31	$24k	357	66.34
2024-12-31	$1.9k	27	69.96
2024-09-30	$1.8k	27	68.37

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Proshares Tr Bitcoin Etf (BITO)

Eagle Pt Cr (ECC)

Ishares Tr Ultra Short Dur (ICSH)

Fs Kkr Capital Corp (FSK)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)

Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

First Tr Exchange-traded First Tr Enh New (FTSM)

Cion Invt Corp (CION)

Viper Energy Cl A (VNOM)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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