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Invesco Exchange W&p 500 Qualit equities shares owned by Ridgeline Wealth Planning

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

Historical chart of Ridgeline Wealth Planning 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 Ridgeline Wealth Planning 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 Ridgeline Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $725k 9.7k 75.05
2025-09-30 $914k 13k 73.29
2025-06-30 $745k 11k 71.26
2025-03-31 $713k 11k 66.34
2024-12-31 $808k 12k 67.03

More positions owned by Ridgeline Wealth Planning

Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Msci Emrg Chn (EMXC)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
MGIC Investment (MTG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Ridgeline Wealth Planning

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Wealth Enhancement Advisory Services
FMR
Wells Fargo & Company
Raymond James Financial
Vantagepoint Investment Advisers
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group

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