Steel Peak Wealth Management »

Invesco Exchange W&p 500 Qualit equities shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth 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 Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 18k 60.42
2023-12-31 $1.4M 25k 54.08

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Astrana Health Com New (ASTH)
salesforce (CRM)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Bancorp
CliftonLarsonAllen Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
CI Private Wealth
Pnc Financial Services
Madison Asset Management
Paragon Capital Management

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