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Invesco Exchange W&p 500 Qualit equities shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors investment in Invesco Exchange W&p 500 Qualit equities

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All positions including Invesco Exchange W&p 500 Qualit equities held by Provenance Wealth Advisors 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 70k 73.29
2025-06-30 $5.0M 70k 71.26
2025-03-31 $5.1M 77k 66.34
2024-12-31 $5.7M 85k 67.03
2024-09-30 $5.7M 84k 67.27
2024-06-30 $5.6M 88k 63.54
2024-03-31 $5.5M 92k 60.42
2023-12-31 $5.0M 92k 54.08
2023-09-30 $4.8M 96k 50.04