Axiom Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Axiom Investment 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	-7,435	Closed	-$396K	–	144
2021 Q4	$396K	Buy	7,435 +935	+14%	+$48.2K	0.38%	71
2021 Q3	$317K	Hold	6,500	–	–	0.32%	79
2021 Q2	$317K	Buy	6,500 +3,000	+86%	+$139K	0.25%	96
2021 Q1	$154K	Buy	3,500 +3,416	+4,067%	+$148K	0.13%	128
2020 Q4	$42	Sell	84 -916	-92%	-$36.8K	0.04%	121
2020 Q3	$38K	Buy	+1,000	New	+$37.8K	0.04%	121
2020 Q1	–	Sell	-5,850	Closed	-$214K	–	146
2019 Q4	$214K	Buy	5,850 +1,350	+30%	+$47K	0.31%	97
2019 Q3	$153K	Buy	4,500 +3,000	+200%	+$100K	0.12%	163
2019 Q2	$51K	Sell	1,500 -15,800	-91%	-$516K	0.01%	410
2019 Q1	$554K	Sell	17,300 -1,300	-7%	-$39.5K	0.11%	199
2018 Q4	$517K	Buy	+18,600	New	+$559K	0.11%	184

Other funds holding SPHQ

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

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

MFG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.3B AUM 37.8% 1-Year Est. Return

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

SWA

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

MAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axiom Investment Management's SPHQ Position: Q1 2022 in Review

Axiom Investment Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2022, closing a stake of 7,435 shares — an estimated $396K sold.

Axiom Investment Management first reported a position in SPHQ in Q4 2018 and held it in 11 quarters. The position peaked at $554K in Q1 2019. 316 funds tracked by Wall St. Rank hold SPHQ as of Q1 2022.

Axiom Investment Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2022 after selling out during the quarter.
Axiom Investment Management sold 7,435 Invesco S&P 500 Quality ETF shares in Q1 2022, an estimated $396K.
Axiom Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and held it in 11 quarters.
Axiom Investment Management's Invesco S&P 500 Quality ETF position peaked at $554K in Q1 2019.
316 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2022.

Based on Axiom Investment Management's 13F filing for Q1 2022, filed 13 May 2022.