Invesco Exchange W&p 500 Qualit equities shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $185k | 2.5k | 75.20 |
| 2025-12-31 | $225k | 3.0k | 75.05 |
| 2025-09-30 | $220k | 3.0k | 73.29 |
| 2025-06-30 | $214k | 3.0k | 71.26 |
| 2025-03-31 | $209k | 3.2k | 66.34 |
| 2024-12-31 | $211k | 3.2k | 67.03 |
| 2024-09-30 | $212k | 3.2k | 67.27 |
| 2024-06-30 | $200k | 3.2k | 63.54 |
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