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Invesco Exchange W&p 500 Qualit equities shares owned by Milestone Group

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

Historical chart of Milestone Group 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 Milestone Group 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 Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $111k 1.7k 63.54
2024-03-31 $105k 1.7k 60.42

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Envestnet Asset Management
LPL Financial
Wealth Enhancement Advisory Services
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Fifth Third Bancorp
Bank of America Corporation
Wells Fargo & Company
Kovitz Investment Group Partners
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
SFMG Wealth Advisors
Mainstay Capital Management

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