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Invesco Exchange W&p 500 Qualit equities shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & 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 Total Wealth Planning & Management 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 Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $215k 3.0k 71.26
2025-03-31 $200k 3.0k 66.34
2024-12-31 $202k 3.0k 67.03