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

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

Historical chart of OneAscent 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 OneAscent Wealth 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 OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 39k 73.29
2025-06-30 $2.9M 40k 71.26
2025-03-31 $2.3M 35k 66.34
2024-12-31 $2.0M 30k 67.04
2024-09-30 $1.1M 17k 67.28
2024-06-30 $493k 7.8k 63.52

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Small (OASC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Expanded Tech (IGV)
Vaneck Etf Trust Clo Etf (CLOI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Southern Company (SO)
Ea Series Trust Tbg Dividend Foc (TBG)

View all positions for OneAscent Wealth Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Wealth Enhancement Advisory Services
Morgan Stanley
FMR
Wells Fargo & Company
Raymond James Financial
Fifth Third Bancorp
Vantagepoint Investment Advisers
Envestnet Asset Management
Bank of New York Mellon
Advisor Group Holdings
Royal Bank of Canada
Northwestern Mutual Wealth Management Company

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