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Invesco Exchange W&p 500 Qualit equities shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors 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 Sequoia Financial Advisors 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $42M 562k 75.05
2025-09-30 $1.8M 24k 73.29
2025-06-30 $588k 8.3k 71.26
2025-03-31 $562k 8.5k 66.34
2024-12-31 $554k 8.3k 67.03
2024-09-30 $553k 8.2k 67.27
2024-06-30 $522k 8.2k 63.54
2024-03-31 $495k 8.2k 60.42
2023-12-31 $472k 8.7k 54.08
2023-09-30 $294k 5.9k 50.04
2023-06-30 $288k 5.7k 50.45
2023-03-31 $254k 5.4k 47.32