Avantax Planning Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Avantax Planning Partners’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	-7,960	Closed	-$353K	–	343
2021 Q1	$353K	Buy	7,960 +326	+4%	+$14.1K	0.02%	220
2020 Q4	$321K	Buy	+7,634	New	+$307K	0.02%	210
2018 Q4	–	Sell	-2,310	Closed	-$76K	–	1057
2018 Q3	$76K	Buy	+2,310	New	+$73.1K	0.01%	396

Other funds holding SPHQ

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

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

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Avantax Planning Partners's SPHQ Position: Q2 2021 in Review

Avantax Planning Partners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2021, closing a stake of 7,960 shares — an estimated $353K sold.

Avantax Planning Partners first reported a position in SPHQ in Q3 2018 and held it in 3 quarters. The position peaked at $353K in Q1 2021. 254 funds tracked by Wall St. Rank hold SPHQ as of Q2 2021.

Avantax Planning Partners reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2021 after selling out during the quarter.
Avantax Planning Partners sold 7,960 Invesco S&P 500 Quality ETF shares in Q2 2021, an estimated $353K.
Avantax Planning Partners first reported a position in Invesco S&P 500 Quality ETF in Q3 2018 and held it in 3 quarters.
Avantax Planning Partners's Invesco S&P 500 Quality ETF position peaked at $353K in Q1 2021.
254 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2021.

Based on Avantax Planning Partners's 13F filing for Q2 2021, filed 10 Aug 2021.