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AJ Wealth Strategies’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

AJ Wealth Strategies’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
Q1 		– Sell
-250,595
Closed -$11M – 311
2022
Q4 		$11M Buy
+250,595
New +$10.9M 0.58% 31

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AJ Wealth Strategies's SPHQ Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2023, closing a stake of 250,595 shares — an estimated $11M sold.

AJ Wealth Strategies first reported a position in SPHQ in Q4 2022 and held it in 1 quarter. The position peaked at $11M in Q4 2022. 360 funds tracked by Wall St. Rank hold SPHQ as of Q1 2023.

  • AJ Wealth Strategies reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 250,595 Invesco S&P 500 Quality ETF shares in Q1 2023, an estimated $11M.
  • AJ Wealth Strategies first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and held it in 1 quarter.
  • AJ Wealth Strategies's Invesco S&P 500 Quality ETF position peaked at $11M in Q4 2022.
  • 360 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.