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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange W&p 500 Qualit equities held by WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by WCG Wealth Advisors

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Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
Fifth Third Bancorp
CliftonLarsonAllen Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group
CI Private Wealth
Pnc Financial Services
Madison Asset Management
Paragon Capital Management

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