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AlphaQ Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

AlphaQ Advisors’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
Q3 		– Sell
-7,452
Closed -$376K – 186
2023
Q2 		$376K Buy
+7,452
New +$359K 0.28% 100

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

AlphaQ Advisors's SPHQ Position: Q3 2023 in Review

AlphaQ Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2023, closing a stake of 7,452 shares — an estimated $376K sold.

AlphaQ Advisors first reported a position in SPHQ in Q2 2023 and held it in 1 quarter. The position peaked at $376K in Q2 2023. 406 funds tracked by Wall St. Rank hold SPHQ as of Q3 2023.

  • AlphaQ Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2023 after selling out during the quarter.
  • AlphaQ Advisors sold 7,452 Invesco S&P 500 Quality ETF shares in Q3 2023, an estimated $376K.
  • AlphaQ Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and held it in 1 quarter.
  • AlphaQ Advisors's Invesco S&P 500 Quality ETF position peaked at $376K in Q2 2023.
  • 406 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2023.

Based on AlphaQ Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.