Invesco Exchange W&p 500 Qualit equities shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 88k | 73.29 |
| 2025-06-30 | $5.6M | 79k | 71.26 |
| 2025-03-31 | $1.1M | 17k | 66.34 |
| 2024-12-31 | $1.3M | 19k | 67.03 |
| 2024-09-30 | $1.1M | 16k | 67.27 |
| 2024-06-30 | $1.0M | 16k | 63.54 |
| 2024-03-31 | $954k | 16k | 60.42 |
| 2023-12-31 | $698k | 13k | 54.08 |
| 2023-09-30 | $362k | 7.2k | 50.04 |
| 2023-06-30 | $365k | 7.2k | 50.45 |
| 2022-12-31 | $354k | 8.0k | 44.00 |
| 2022-06-30 | $96k | 2.3k | 41.81 |
| 2022-03-31 | $226k | 4.5k | 50.00 |
| 2021-12-31 | $12k | 224 | 53.57 |
| 2021-09-30 | $20k | 410 | 48.78 |
| 2021-06-30 | $124k | 2.6k | 48.55 |
| 2021-03-31 | $10k | 224 | 44.64 |
More positions owned by Captrust Financial Advisors
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