Avestar Capital’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-2,000	Closed	-$66K	–	734
2019 Q2	$66K	Hold	2,000	–	–	0.04%	262
2019 Q1	$64K	Hold	2,000	–	–	0.04%	253
2018 Q4	$55K	Hold	2,000	–	–	0.04%	254
2018 Q3	$65K	Hold	2,000	–	–	0.04%	247
2018 Q2	$60K	Buy	+2,000	New	+$60.4K	0.04%	260

Other funds holding SPHQ

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Avestar Capital's SPHQ Position: Q3 2019 in Review

Avestar Capital sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2019, closing a stake of 2,000 shares — an estimated $66K sold.

Avestar Capital first reported a position in SPHQ in Q2 2018 and held it in 5 quarters. The position peaked at $66K in Q2 2019. 158 funds tracked by Wall St. Rank hold SPHQ as of Q3 2019.

Avestar Capital reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 2,000 Invesco S&P 500 Quality ETF shares in Q3 2019, an estimated $66K.
Avestar Capital first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and held it in 5 quarters.
Avestar Capital's Invesco S&P 500 Quality ETF position peaked at $66K in Q2 2019.
158 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.