Optimal Asset Management »

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

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

Historical chart of Optimal 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 Optimal Asset 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 Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.4M 28k 48.54
2021-06-30 $3.2M 66k 48.61
2021-03-31 $1.8M 40k 44.34
2020-12-31 $1.6M 39k 42.09
2020-09-30 $819k 21k 38.64
2020-06-30 $748k 21k 35.40
2020-03-31 $213k 7.1k 29.93
2019-12-31 $517k 14k 36.58

More positions owned by Optimal Asset Management

Wal-Mart Stores (WMT)
Fortinet (FTNT)
Omni (OMC)
Adobe Systems Incorporated (ADBE)
Broadridge Financial Solutions (BR)
Qorvo (QRVO)
Metropcs Communications (TMUS)
Clorox Company (CLX)
Eli Lilly & Co. (LLY)
Oracle Corporation (ORCL)
Charter Communications Inc N Cl A (CHTR)
Akamai Technologies (AKAM)
Tyler Technologies (TYL)
Fiserv (FI)
AutoZone (AZO)

View all positions for Optimal Asset Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Envestnet Asset Management
Wealth Enhancement Advisory Services
LPL Financial
CliftonLarsonAllen Wealth Advisors
Fifth Third Bancorp
FMR
Bank of America Corporation
Ameriprise Financial
Wells Fargo & Company
Kovitz Investment Group Partners
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
SFMG Wealth Advisors

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