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Invesco Exchange W&p 500 Qualit equities shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital 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 TAGStone Capital 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 TAGStone Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 23k 73.29
2025-06-30 $1.3M 18k 71.97
2025-03-31 $294k 4.4k 66.44

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for TAGStone Capital

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
Wealth Enhancement Advisory Services
Morgan Stanley
FMR
Wells Fargo & Company
Raymond James Financial
Fifth Third Bancorp
Vantagepoint Investment Advisers
Envestnet Asset Management
Bank of New York Mellon
Advisor Group Holdings
Royal Bank of Canada
Northwestern Mutual Wealth Management Company

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