Abich Financial Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Abich Financial Wealth Management’s Portfolio SPHQ Stock Details SPHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$37.7K	Buy	+560	New	+$36.4K	0.08%	112

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abich Financial Wealth Management's SPHQ Position: Q3 2024 in Review

Abich Financial Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q3 2024: 560 shares worth $37.7K. The stake represents 0.08% of the portfolio and ranks #112 among its holdings.

547 funds tracked by Wall St. Rank hold SPHQ as of Q3 2024.

Abich Financial Wealth Management held 560 shares of Invesco S&P 500 Quality ETF worth $37.7K as of Q3 2024.
Invesco S&P 500 Quality ETF was a new Abich Financial Wealth Management position in Q3 2024.
Invesco S&P 500 Quality ETF made up 0.08% of Abich Financial Wealth Management's portfolio in Q3 2024, its #112 holding.
547 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.