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

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

Historical chart of Lakeridge 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 Lakeridge 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $269k 4.5k 60.42

More positions owned by Lakeridge Wealth Management

Sherwin-Williams Company (SHW)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Dimensional Etf Trust Short Duration F (DFSD)
International Business Machines (IBM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Lakeridge 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