Almanack Investment Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Almanack Investment Partners’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
2022 Q1	–	Sell	-176,231	Closed	-$9.38M	–	527
2021 Q4	$9.38M	Buy	+176,231	New	+$9.09M	0.76%	27
2021 Q3	–	Sell	-177,964	Closed	-$8.65M	–	544
2021 Q2	$8.65M	Buy	+177,964	New	+$8.27M	0.83%	31
2020 Q1	–	Sell	-18,850	Closed	-$689K	–	298
2019 Q4	$689K	Buy	+18,850	New	+$656K	0.13%	81

Other funds holding SPHQ

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Almanack Investment Partners's SPHQ Position: Q1 2022 in Review

Almanack Investment Partners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2022, closing a stake of 176,231 shares — an estimated $9.38M sold.

Almanack Investment Partners first reported a position in SPHQ in Q4 2019 and held it in 3 quarters. The position peaked at $9.38M in Q4 2021. 316 funds tracked by Wall St. Rank hold SPHQ as of Q1 2022.

Almanack Investment Partners reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2022 after selling out during the quarter.
Almanack Investment Partners sold 176,231 Invesco S&P 500 Quality ETF shares in Q1 2022, an estimated $9.38M.
Almanack Investment Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and held it in 3 quarters.
Almanack Investment Partners's Invesco S&P 500 Quality ETF position peaked at $9.38M in Q4 2021.
316 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2022.

Based on Almanack Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.