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Invesco Exchange W&p 500 Qualit equities shares owned by TSG Advice Partners

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

Historical chart of TSG Advice Partners 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 TSG Advice Partners 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 TSG Advice Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.8M 90k 75.19

More positions owned by TSG Advice Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPMD)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (SPHY)

View all positions for TSG Advice Partners

Top funds holding Invesco Exchange W&p 500 Qualit equities

LPL Financial
Ameriprise Financial
CliftonLarsonAllen Wealth Advisors
FMR
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Heritage Wealth Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Advisor Group Holdings
Royal Bank of Canada
Jones Financial Companies, L.L
Northwestern Mutual Wealth Management Company
Envestnet Asset Management

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