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Invesco Exchange W&p 500 Qualit equities shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.8M 145k 54.08
2023-09-30 $7.4M 149k 50.04
2023-06-30 $7.8M 156k 50.45
2023-03-31 $8.1M 171k 47.32
2022-12-31 $7.5k 170k 0.04
2022-09-30 $10M 262k 39.74
2022-06-30 $13M 306k 42.00
2022-03-31 $8.1M 152k 53.21
2021-12-31 $8.1M 152k 53.21
2021-09-30 $6.0M 123k 48.55
2021-06-30 $5.6M 114k 48.60
2021-03-31 $7.1M 161k 44.33
2020-12-31 $8.1M 193k 42.11
2020-09-30 $6.0M 156k 38.66
2020-06-30 $3.2M 92k 35.41
2020-03-31 $808k 27k 29.94
2019-12-31 $896k 25k 36.59
2019-09-30 $604k 18k 33.53
2019-06-30 $747k 23k 33.12
2019-03-31 $738k 23k 32.16
2018-09-30 $349k 11k 32.76
2018-06-30 $296k 9.8k 30.14

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

Top funds holding Invesco Exchange W&p 500 Qualit equities

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

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