Invesco Exchange W&p 500 Qualit equities shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 122k | 73.29 |
| 2025-06-30 | $8.6M | 121k | 71.26 |
| 2025-03-31 | $8.0M | 120k | 66.34 |
| 2024-12-31 | $8.0M | 119k | 67.03 |
| 2024-09-30 | $8.0M | 119k | 67.27 |
| 2024-03-31 | $6.5M | 108k | 60.42 |
| 2023-12-31 | $5.6M | 104k | 54.08 |
| 2023-09-30 | $5.8M | 115k | 50.04 |
| 2023-06-30 | $5.2M | 104k | 50.45 |
| 2023-03-31 | $1.1M | 24k | 47.32 |
| 2022-12-31 | $1.1M | 25k | 44.00 |
| 2022-09-30 | $986k | 25k | 39.72 |
| 2022-06-30 | $1.1M | 25k | 42.02 |
| 2022-03-31 | $1.3M | 26k | 49.93 |
| 2021-12-31 | $1.3M | 26k | 50.34 |
| 2021-09-30 | $1.3M | 25k | 51.97 |
| 2021-06-30 | $1.1M | 22k | 49.48 |
| 2021-03-31 | $882k | 19k | 45.85 |
| 2020-12-31 | $803k | 19k | 42.13 |
| 2020-09-30 | $760k | 19k | 39.87 |
| 2020-06-30 | $696k | 20k | 35.73 |
| 2020-03-31 | $626k | 20k | 32.14 |
| 2019-12-31 | $699k | 19k | 36.55 |
More positions owned by Stonebridge Financial Planning Group
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