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Ameritas Investment Company’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-125
Closed -$5.56K – 1885
2021
Q1 		$5.56K Buy
+125
New +$5.4K ﹤0.01% 1685
2019
Q1 		– Sell
-771
Closed -$21K – 1681
2018
Q4 		$21K Buy
+771
New +$23.2K ﹤0.01% 861

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Ameritas Investment Company's SPHQ Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2021, closing a stake of 125 shares — an estimated $5.56K sold.

Ameritas Investment Company first reported a position in SPHQ in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q4 2018. 254 funds tracked by Wall St. Rank hold SPHQ as of Q2 2021.

  • Ameritas Investment Company reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 125 Invesco S&P 500 Quality ETF shares in Q2 2021, an estimated $5.56K.
  • Ameritas Investment Company first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's Invesco S&P 500 Quality ETF position peaked at $21K in Q4 2018.
  • 254 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.