Invesco Exchange W&p 500 Qualit equities shares owned by Schwallier Wealth Management
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Schwallier Wealth Management
from 13F filings
Historical chart of Schwallier Wealth Management investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Schwallier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 408k | 73.29 |
| 2025-06-30 | $31M | 433k | 71.26 |
| 2025-03-31 | $25M | 373k | 66.34 |
| 2024-12-31 | $30M | 446k | 67.03 |
| 2024-09-30 | $30M | 445k | 67.27 |
| 2024-06-30 | $27M | 425k | 63.54 |
| 2024-03-31 | $25M | 411k | 60.42 |
| 2023-12-31 | $21M | 386k | 54.08 |
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