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Invesco Exchange W&p 500 Qualit equities shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management 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 Altium Wealth Management 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 Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $425k 10k 42.02
2022-03-31 $505k 10k 49.93
2021-12-31 $550k 10k 53.19
2021-09-30 $510k 11k 48.58
2021-06-30 $510k 11k 48.58
2021-03-31 $475k 11k 44.29
2020-12-31 $455k 11k 42.11
2020-09-30 $420k 11k 38.62
2020-06-30 $385k 11k 35.40
2020-03-31 $347k 12k 29.96
2019-12-31 $463k 13k 36.57
2019-09-30 $425k 13k 33.57
2019-06-30 $419k 13k 33.09
2019-03-31 $464k 14k 32.15
2018-12-31 $414k 15k 27.79
2018-09-30 $652k 20k 32.80
2018-06-30 $703k 23k 30.03

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

Top funds holding Invesco Exchange W&p 500 Qualit equities

First Command Advisory Services
Wealth Enhancement Advisory Services
LPL Financial
CliftonLarsonAllen Wealth Advisors
Fifth Third Bancorp
FMR
Bank of America Corporation
Ameriprise Financial
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
SFMG Wealth Advisors
Advisor Group Holdings
Royal Bank of Canada
UBS Group

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