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

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

Historical chart of NewEdge Wealth 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 NewEdge Wealth 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 NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 81k 75.19
2025-12-31 $4.2M 56k 75.05
2025-09-30 $4.3M 58k 73.72
2025-06-30 $3.5M 49k 71.35
2025-03-31 $783k 12k 66.34
2024-12-31 $353k 5.3k 67.03
2024-09-30 $310k 4.6k 67.27

More positions owned by NewEdge Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Call Option (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Gilead Sciences (GILD)
Abbvie (ABBV)

View all positions for NewEdge Wealth

Top funds holding Invesco Exchange W&p 500 Qualit equities

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

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