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

Accel 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
2023 Q2	–	Sell	-553	Closed	-$26.2K	–	756
2023 Q1	$26.2K	Hold	553	–	–	0.01%	633
2022 Q4	$24.3K	Hold	553	–	–	0.01%	505
2022 Q3	$23K	Hold	553	–	–	0.01%	524
2022 Q2	$24K	Hold	553	–	–	0.01%	499
2022 Q1	$28K	Hold	553	–	–	0.01%	487
2021 Q4	$29K	Hold	553	–	–	0.01%	499
2021 Q3	$27K	Hold	553	–	–	0.02%	443
2021 Q2	$27K	Buy	553 +215	+64%	+$10K	0.02%	460
2021 Q1	$15K	Buy	+338	New	+$14.6K	0.01%	577

Other funds holding SPHQ

FCAS

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's SPHQ Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2023, closing a stake of 553 shares — an estimated $26.2K sold.

Accel Wealth Management first reported a position in SPHQ in Q1 2021 and held it in 9 quarters. The position peaked at $29K in Q4 2021. 389 funds tracked by Wall St. Rank hold SPHQ as of Q2 2023.

Accel Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 553 Invesco S&P 500 Quality ETF shares in Q2 2023, an estimated $26.2K.
Accel Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's Invesco S&P 500 Quality ETF position peaked at $29K in Q4 2021.
389 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.