Union Savings Bank »

Invesco Exchange W&p 500 Qualit equities shares owned by Union Savings Bank

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

Historical chart of Union Savings Bank 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 Union Savings Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Union Savings Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 346k 67.27
2024-06-30 $20M 314k 63.54
2024-03-31 $17M 283k 60.42
2023-12-31 $9.8M 181k 54.08
2023-09-30 $1.0M 20k 50.04

More positions owned by Union Savings Bank

Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Berkshire Hathaway Common Stock (BRK.A)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Microsoft Corp Common Stock (MSFT)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Apple Incorporated Common Stock (AAPL)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)
J P Morgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Costco Wholesale Corporation Common Stock (COST)
Spdr S&p Dividend Etf Etf - Large Cap (SDY)
Procter & Gamble Common Stock (PG)

View all positions for Union Savings Bank

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