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

Aspire 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
2024 Q3	$393K	Buy	5,848 +4,046	+225%	+$263K	0.21%	72
2024 Q2	$114K	Hold	1,802	–	–	0.07%	116
2024 Q1	$109K	Hold	1,802	–	–	0.07%	119
2023 Q4	$97.5K	Buy	1,802 +1,211	+205%	+$62.2K	0.07%	112
2023 Q3	$29.6K	Hold	591	–	–	0.02%	133
2023 Q2	$29.8K	Hold	591	–	–	0.02%	139
2023 Q1	$28K	Hold	591	–	–	0.02%	136
2022 Q4	$26K	Buy	+591	New	+$25.8K	0.02%	136

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspire Wealth Management's SPHQ Position: Q3 2024 in Review

Aspire Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 225% in Q3 2024, buying an estimated $263K and bringing the position to 5,848 shares worth $393K. The position accounts for 0.21% of the portfolio, ranked #72.

Aspire Wealth Management first reported a position in SPHQ in Q4 2022 and has held it in 8 quarters since. 547 funds tracked by Wall St. Rank hold SPHQ as of Q3 2024.

Aspire Wealth Management held 5,848 shares of Invesco S&P 500 Quality ETF worth $393K as of Q3 2024.
Aspire Wealth Management bought 4,046 Invesco S&P 500 Quality ETF shares in Q3 2024, an estimated $263K.
Invesco S&P 500 Quality ETF made up 0.21% of Aspire Wealth Management's portfolio in Q3 2024, its #72 holding.
Aspire Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 8 quarters since.
547 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.