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Invesco Exchange W&p 500 Qualit equities shares owned by Security Financial Services

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

Historical chart of Security Financial Services 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 Security Financial Services 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 Security Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.3M 110k 75.05
2023-12-31 $298k 5.5k 54.08
2023-09-30 $290k 5.8k 50.04
2023-06-30 $204k 4.0k 50.45

More positions owned by Security Financial Services

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)

View all positions for Security Financial Services

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
Envestnet Asset Management
Jones Financial Companies, L.L
UBS Group

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