Invesco Exchange W&p 500 Qualit equities shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 96k | 73.29 |
| 2025-06-30 | $6.9M | 97k | 71.26 |
| 2025-03-31 | $6.8M | 103k | 66.34 |
| 2024-12-31 | $7.4M | 111k | 67.03 |
| 2024-09-30 | $8.2M | 121k | 67.27 |
| 2024-06-30 | $8.4M | 132k | 63.54 |
| 2024-03-31 | $1.0M | 17k | 60.42 |
| 2023-12-31 | $933k | 17k | 54.08 |
| 2023-09-30 | $869k | 17k | 50.04 |
| 2023-06-30 | $551k | 11k | 50.45 |
| 2023-03-31 | $538k | 11k | 47.32 |
| 2022-12-31 | $489k | 11k | 44.00 |
| 2022-09-30 | $473k | 12k | 39.70 |
| 2022-06-30 | $514k | 12k | 41.96 |
| 2022-03-31 | $584k | 12k | 49.89 |
| 2021-12-31 | $617k | 12k | 53.17 |
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