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Invesco Exchange W&p 500 Qualit equities shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset 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 Milestone Asset Management 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $515k 5.7k 90.11

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)
NVIDIA Corporation (NVDA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Systematic Bd Et (SYSB)
Bristol Myers Squibb (BMY)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eli Lilly & Co. (LLY)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Milestone Asset Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
FMR
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
Wealth Enhancement Advisory Services
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Heritage Wealth Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Jones Financial Companies, L.L
Advisor Group Holdings
Northwestern Mutual Wealth Management Company

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