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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
2024-06-30 $1.8M 29k 63.50
2024-03-31 $1.8M 31k 60.42

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Sequent Planning

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