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Invesco Exchange W&p 500 Qualit equities shares owned by Saxon Interests

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

Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 23k 67.03
2024-09-30 $1.5M 23k 67.27
2024-06-30 $1.5M 23k 63.54
2024-03-31 $1.5M 25k 60.42
2023-12-31 $1.4M 25k 54.08
2023-06-30 $1.4M 28k 50.45

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Msci Jpn Etf New (EWJ)
Doubleline Etf Trust Commercial Real (DCRE)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Saxon Interests

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Envestnet Asset Management
LPL Financial
Wealth Enhancement Advisory Services
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Fifth Third Bancorp
Bank of America Corporation
FMR
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Kovitz Investment Group Partners
Bank of New York Mellon
Advisor Group Holdings

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