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Invesco Exchange W&p 500 Qualit equities shares owned by Performa

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

Historical chart of Performa 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 Performa 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 Performa

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 120k 54.08
2023-09-30 $5.8M 115k 50.04
2023-06-30 $5.9M 116k 50.45
2023-03-31 $5.2M 110k 47.32
2022-12-31 $4.7M 108k 44.00
2022-09-30 $3.8M 95k 39.75
2022-06-30 $3.9M 93k 41.81
2022-03-31 $4.8M 90k 53.20
2021-12-31 $4.8M 90k 53.20
2021-09-30 $4.4M 91k 48.55

More positions owned by Performa

Spdr S&p 500 Etf Etf (SPY)
Vanguard 500 Idx Etf Etf (VOO)
Vanguard Md-cp I Etf Etf (VO)
Xtrackers Usd Hy Corp Bd Etf (HYLB)
Ishares:russ 2000 Vl Etf Etf (IWN)
Vaneck:fa High Yld Bond Etf (ANGL)
Vanguard Sc V I Etf Etf (VBR)
Ishares:msci Usa Qf Etf (QUAL)
Invesco S&p 500 Qual Etf (SPHQ)
Vanguard Ftse Xus Etf Etf (VEU)
Vanguard Sc G Id Etf Etf (VBK)
Ishares:core S&p Sm-cp Etf (IJR)
Ishares:msci Japan Etf (EWJ)
Ishares:sel Div Etf Etf (DVY)
Spdr S&p Dividend Etf (SDY)

View all positions for Performa

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Bancorp
CliftonLarsonAllen Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
CI Private Wealth
Pnc Financial Services
Madison Asset Management
Paragon Capital Management

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