Invesco Exchange W&p 500 Qualit equities shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $35M | 518k | 67.03 |
| 2024-09-30 | $29M | 425k | 67.27 |
| 2024-06-30 | $28M | 436k | 63.54 |
| 2024-03-31 | $25M | 421k | 60.42 |
| 2023-12-31 | $27M | 507k | 54.08 |
| 2023-09-30 | $33M | 641k | 51.13 |
| 2023-06-30 | $27M | 541k | 50.40 |
| 2023-03-31 | $25M | 529k | 47.32 |
| 2022-12-31 | $23M | 532k | 44.00 |
| 2022-09-30 | $20M | 514k | 39.75 |
| 2022-06-30 | $22M | 434k | 50.69 |
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