Merriman Wealth Management »

Invesco Exchange W&p 500 Qualit equities shares owned by Merriman Wealth Management

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

Historical chart of Merriman Wealth Management 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 Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 224k 50.04
2023-06-30 $12M 232k 50.45
2023-03-31 $12M 245k 47.32
2021-12-31 $7.2M 148k 48.60
2021-09-30 $7.1M 146k 48.55
2021-06-30 $7.2M 148k 48.60
2021-03-31 $6.6M 148k 44.33
2020-12-31 $6.2M 148k 42.11
2020-09-30 $12M 321k 38.66
2020-06-30 $12M 329k 35.41
2019-12-31 $3.9M 106k 36.57

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Shrt Nat Mun Etf (SUB)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Merriman Wealth Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Bancorp
CliftonLarsonAllen Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
CI Private Wealth
Pnc Financial Services
Madison Asset Management
Paragon Capital Management

View all funds holding Invesco Exchange W&p 500 Qualit equities