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Invesco Exchange W&p 500 Qualit equities shares owned by Sims Investment Management

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Sims Investment Management from 13F filings

Historical chart of Sims Investment Management 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 Sims Investment Management 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 Sims Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4k 27 90.11

More positions owned by Sims Investment Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Global X Fds Nasdaq 100 Cover (QYLD)
John Hancock Exchange Traded Multifactr Sml (JHSC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds S&p 500 Covered (XYLD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Value Etf (VTV)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Uber Technologies (UBER)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Sims Investment Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
FMR
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
Wealth Enhancement Advisory Services
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Heritage Wealth Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Jones Financial Companies, L.L
Advisor Group Holdings
Northwestern Mutual Wealth Management Company

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