Invesco Exchange W&p 500 Qualit equities shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management 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 Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 376k | 67.27 |
| 2024-06-30 | $24M | 376k | 63.54 |
| 2024-03-31 | $23M | 378k | 60.42 |
| 2023-12-31 | $18M | 339k | 54.08 |
| 2023-09-30 | $19M | 382k | 50.04 |
| 2023-06-30 | $20M | 400k | 50.45 |
| 2023-03-31 | $19M | 398k | 47.32 |
| 2022-12-31 | $16M | 367k | 44.00 |
| 2022-09-30 | $7.4M | 187k | 39.74 |
| 2022-06-30 | $897k | 21k | 42.02 |
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