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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

Fidelity Investments

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Fifth Third Bancorp

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

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return