Invesco Exchange W&p 500 Qualit equities shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in Invesco Exchange W&p 500 Qualit equities
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All positions including Invesco Exchange W&p 500 Qualit equities held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $354k | 5.6k | 63.54 |
2024-03-31 | $298k | 5.5k | 54.08 |
2023-12-31 | $298k | 5.5k | 54.08 |
2023-09-30 | $275k | 5.5k | 50.04 |
2023-06-30 | $277k | 5.5k | 50.45 |
2023-03-31 | $260k | 5.5k | 47.32 |
2022-12-31 | $241k | 5.5k | 44.00 |
2022-09-30 | $217k | 5.5k | 39.76 |
2022-06-30 | $229k | 5.4k | 42.08 |
2022-03-31 | $271k | 5.4k | 49.94 |
2021-12-31 | $288k | 5.4k | 53.19 |
2021-09-30 | $242k | 5.0k | 48.55 |
2021-06-30 | $262k | 5.4k | 48.55 |
2021-03-31 | $239k | 5.4k | 44.36 |
2020-12-31 | $226k | 5.4k | 42.02 |
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