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

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

Historical chart of Sequent 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 Sequent 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $557k 7.6k 73.29
2025-06-30 $501k 7.0k 71.27
2025-03-31 $449k 6.8k 66.34
2024-12-31 $691k 10k 67.03
2024-09-30 $961k 14k 67.27
2024-06-30 $1.8M 29k 63.50
2024-03-31 $1.8M 31k 60.42

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Select Sector Spdr Tr Technology (XLK)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)

View all positions for Sequent Planning

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Wealth Enhancement Advisory Services
Morgan Stanley
FMR
Wells Fargo & Company
Raymond James Financial
Fifth Third Bancorp
Vantagepoint Investment Advisers
Envestnet Asset Management
Bank of New York Mellon
Advisor Group Holdings
Royal Bank of Canada
Northwestern Mutual Wealth Management Company

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