Invesco Exchange W&p 500 Qualit equities shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $121M | 1.7M | 73.29 |
| 2025-06-30 | $116M | 1.6M | 71.26 |
| 2025-03-31 | $108M | 1.6M | 66.34 |
| 2024-12-31 | $110M | 1.6M | 67.03 |
| 2024-09-30 | $110M | 1.6M | 67.27 |
| 2024-06-30 | $104M | 1.6M | 63.54 |
| 2024-03-31 | $101M | 1.7M | 60.42 |
| 2023-12-31 | $92M | 1.7M | 54.08 |
| 2023-09-30 | $85M | 1.7M | 50.04 |
| 2023-06-30 | $84M | 1.7M | 50.45 |
| 2023-03-31 | $78M | 1.7M | 47.32 |
| 2022-12-31 | $72M | 1.6M | 44.00 |
| 2022-09-30 | $66M | 1.7M | 40.00 |
| 2022-06-30 | $69M | 1.6M | 42.00 |
| 2022-03-31 | $83M | 1.7M | 49.91 |
| 2021-12-31 | $87M | 1.6M | 53.21 |
| 2021-09-30 | $77M | 1.6M | 48.55 |
| 2021-06-30 | $78M | 1.6M | 48.60 |
| 2021-03-31 | $72M | 1.6M | 44.33 |
| 2020-12-31 | $62M | 1.5M | 42.11 |
| 2020-09-30 | $58M | 1.5M | 38.66 |
| 2020-06-30 | $54M | 1.5M | 35.41 |
| 2020-03-31 | $48M | 1.6M | 29.93 |
| 2019-12-31 | $74M | 2.0M | 36.57 |
| 2019-09-30 | $69M | 2.1M | 33.54 |
| 2019-06-30 | $69M | 2.0M | 34.01 |
| 2019-03-31 | $65M | 2.0M | 32.15 |
| 2018-12-31 | $56M | 2.0M | 27.81 |
| 2018-09-30 | $62M | 2.0M | 30.69 |
| 2018-06-30 | $60M | 2.0M | 30.01 |
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