Invesco Exchange W&p 500 Qualit equities shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services 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 McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 6.0k | 73.29 |
| 2025-06-30 | $439k | 6.2k | 71.26 |
| 2025-03-31 | $1.2M | 18k | 66.34 |
| 2024-12-31 | $1.3M | 19k | 67.03 |
| 2024-09-30 | $1.4M | 21k | 67.27 |
| 2024-06-30 | $1.4M | 22k | 63.54 |
| 2024-03-31 | $1.5M | 24k | 60.42 |
| 2023-12-31 | $1.4M | 27k | 54.08 |
| 2023-09-30 | $1.6M | 33k | 50.04 |
| 2023-06-30 | $1.7M | 34k | 50.45 |
| 2023-03-31 | $2.1M | 45k | 47.32 |
| 2022-12-31 | $4.2M | 97k | 44.00 |
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