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Invesco Exchange W&p 500 Qualit equities shares owned by True North Advisors

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

Historical chart of True North 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 True North 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 True North Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $471k 6.3k 75.05
2025-06-30 $447k 6.3k 71.26
2025-03-31 $417k 6.3k 66.34

More positions owned by True North Advisors

Apple (AAPL)
Lennox International (LII)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
Bank of America Corporation (BAC)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for True North Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
CliftonLarsonAllen Wealth Advisors
Ameriprise Financial
Wealth Enhancement Advisory Services
FMR
Wells Fargo & Company
Raymond James Financial
Vantagepoint Investment Advisers
Bank of New York Mellon
Royal Bank of Canada
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Jones Financial Companies, L.L
UBS Group

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