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

Aries Wealth Management’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	-48,742	Closed	-$2.59M	–	197
2021 Q4	$2.59M	Buy	48,742 +688	+1%	+$35.5K	0.99%	29
2021 Q3	$2.33M	Buy	48,054 +1,650	+4%	+$82.5K	0.99%	28
2021 Q2	$2.25M	Buy	46,404 +2,206	+5%	+$103K	0.96%	29
2021 Q1	$2.03M	Buy	44,198 +959	+2%	+$41.4K	0.91%	31
2020 Q4	$1.85M	Buy	43,239 +1,013	+2%	+$40.7K	0.93%	31
2020 Q3	$1.63M	Buy	42,226 +88	+0.2%	+$3.33K	0.93%	32
2020 Q2	$1.49M	Buy	42,138 +20,513	+95%	+$694K	0.91%	32
2020 Q1	$645K	Buy	+21,625	New	+$750K	0.49%	57

Other funds holding SPHQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.35B AUM 46.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aries Wealth Management's SPHQ Position: Q1 2022 in Review

Aries Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2022, closing a stake of 48,742 shares — an estimated $2.59M sold.

Aries Wealth Management first reported a position in SPHQ in Q1 2020 and held it in 8 quarters. The position peaked at $2.59M in Q4 2021. 315 funds tracked by Wall St. Rank hold SPHQ as of Q1 2022.

Aries Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2022 after selling out during the quarter.
Aries Wealth Management sold 48,742 Invesco S&P 500 Quality ETF shares in Q1 2022, an estimated $2.59M.
Aries Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2020 and held it in 8 quarters.
Aries Wealth Management's Invesco S&P 500 Quality ETF position peaked at $2.59M in Q4 2021.
315 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2022.

Based on Aries Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.