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Invesco Exchange W&p 500 Qualit equities shares owned by Security National Trust

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

Historical chart of Security National Trust 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 National Trust 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 National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $50k 1.0k 48.78
2021-06-30 $50k 1.0k 48.78
2021-03-31 $45k 1.0k 43.90
2020-12-31 $43k 1.0k 41.95
2020-09-30 $40k 1.0k 39.02
2020-06-30 $36k 1.0k 35.12
2020-03-31 $31k 1.0k 30.24

More positions owned by Security National Trust

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf (EFA)
Home Depot (HD)
Amazon (AMZN)
Thermo Fisher Scientific Inccom (TMO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Paypal Holdings (PYPL)
Automatic Data Processing Incom (ADP)
Disney Walt Com Disney (DIS)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Sp Smcp600gr Etf (IJT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Security National Trust

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
Wells Fargo & Company
Kovitz Investment Group Partners
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
SFMG Wealth Advisors
Mainstay Capital Management

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