Invesco Exchange W&p 500 Qualit equities shares owned by WJ Wealth Management
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management 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 WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $708k | 9.7k | 73.29 |
| 2025-06-30 | $688k | 9.7k | 71.26 |
| 2025-03-31 | $641k | 9.7k | 66.34 |
| 2024-12-31 | $647k | 9.7k | 67.03 |
| 2024-09-30 | $692k | 10k | 67.27 |
| 2024-06-30 | $836k | 13k | 63.54 |
| 2024-03-31 | $795k | 13k | 60.42 |
| 2023-12-31 | $709k | 13k | 54.08 |
| 2023-09-30 | $598k | 12k | 50.04 |
| 2023-06-30 | $603k | 12k | 50.45 |
| 2023-03-31 | $287k | 6.1k | 47.32 |
| 2022-12-31 | $532k | 12k | 44.00 |
| 2022-09-30 | $494k | 12k | 39.84 |
| 2022-06-30 | $519k | 12k | 41.85 |
| 2022-03-31 | $562k | 11k | 49.92 |
| 2021-12-31 | $6.8M | 129k | 53.21 |
| 2021-09-30 | $6.0M | 123k | 48.61 |
| 2021-06-30 | $292k | 6.0k | 48.56 |
| 2021-03-31 | $257k | 5.8k | 44.40 |
| 2020-12-31 | $265k | 6.3k | 42.06 |
| 2020-09-30 | $214k | 5.5k | 38.73 |
| 2020-06-30 | $517k | 15k | 35.29 |
| 2020-03-31 | $231k | 7.7k | 29.90 |
| 2019-12-31 | $406k | 11k | 36.59 |
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