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

Advocacy Wealth Management Services’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 Q2	–	Sell	-4,948	Closed	-$299K	–	54
2024 Q1	$299K	Sell	4,948 -278	-5%	-$15.9K	0.03%	53
2023 Q4	$283K	Sell	5,226 -407	-7%	-$20.9K	0.03%	51
2023 Q3	$282K	Hold	5,633	–	–	0.03%	35
2023 Q2	$284K	Sell	5,633 -2,290	-29%	-$110K	0.03%	35
2023 Q1	$375K	Sell	7,923 -229	-3%	-$10.5K	0.05%	35
2022 Q4	$359K	Buy	+8,152	New	+$356K	0.05%	35

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

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

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

Advocacy Wealth Management Services's SPHQ Position: Q2 2024 in Review

Advocacy Wealth Management Services sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2024, closing a stake of 4,948 shares — an estimated $299K sold.

Advocacy Wealth Management Services first reported a position in SPHQ in Q4 2022 and held it in 6 quarters. The position peaked at $375K in Q1 2023. 510 funds tracked by Wall St. Rank hold SPHQ as of Q2 2024.

Advocacy Wealth Management Services reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 4,948 Invesco S&P 500 Quality ETF shares in Q2 2024, an estimated $299K.
Advocacy Wealth Management Services first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and held it in 6 quarters.
Advocacy Wealth Management Services's Invesco S&P 500 Quality ETF position peaked at $375K in Q1 2023.
510 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2024, filed 10 Jul 2024.