Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

SIMA Wealth Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange W&p 500 Qualit equities held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Ishares Tr Usd Inv Grde Etf (USIG)

J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

Spdr Series Trust State Street Spd (SPYG)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Ishares Tr Mbs Etf (MBB)

Schwab Strategic Tr Int-trm U.s Tres (SCHR)

J P Morgan Exchange Traded F Active Value Etf (JAVA)

Spdr Series Trust State Street Spd (SPYV)

Ishares Tr S&p 500 Grwt Etf (IVW)

Ishares Tr S&p 500 Val Etf (IVE)

Schwab Strategic Tr Sht Tm Us Tres (SCHO)

Spdr Series Trust State Street Spd (SPMD)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial

Ameriprise Financial

CliftonLarsonAllen Wealth Advisors

FMR

Morgan Stanley

Wells Fargo & Company

Bank of America Corporation

Heritage Wealth Advisors

Raymond James Financial

Vantagepoint Investment Advisers

Advisor Group Holdings

Royal Bank of Canada

Jones Financial Companies, L.L

Northwestern Mutual Wealth Management Company

Envestnet Asset Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z