WFA of San Diego »

Invesco Exchange W&p 500 Qualit equities shares owned by WFA of San Diego

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2025-12-31 $150 2 75.00
2025-09-30 $147 2 73.50

More positions owned by WFA of San Diego

Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Rafi Us 1000 Etf Etf (PRF)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Amazon Stock (AMZN)
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Invesco S&p 500 Low Volatility Etf Etf (SPLV)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Qualcomm Stock (QCOM)

View all positions for WFA of San Diego

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
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group

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