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Invesco Exchange W&p 500 Qualit equities shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors 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 Strategies Wealth Advisors 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 127k 60.42
2023-12-31 $7.0M 129k 54.08
2023-09-30 $6.9M 138k 50.04
2023-06-30 $7.1M 140k 50.45
2023-03-31 $6.2M 132k 47.32
2022-12-31 $5.6M 127k 44.00
2022-06-30 $2.9M 69k 42.00
2022-03-31 $3.1M 63k 49.91
2021-12-31 $3.4M 64k 53.21

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

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