Ayalon Insurance Company’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Ayalon Insurance Company’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 Q1	–	Sell	-2,205	Closed	-$93K	–	165
2020 Q4	$93K	Buy	2,205 +1,595	+261%	+$64.1K	0.04%	114
2020 Q3	$23K	Buy	610 +208	+52%	+$7.87K	0.01%	111
2020 Q2	$14K	Buy	402 +91	+29%	+$3.08K	0.01%	116
2020 Q1	$9K	Buy	311 +305	+5,083%	+$10.6K	0.01%	126
2019 Q4	$0	Buy	+6	New	+$209	﹤0.01%	125

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ayalon Insurance Company's SPHQ Position: Q1 2021 in Review

Ayalon Insurance Company sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2021, closing a stake of 2,205 shares — an estimated $93K sold.

Ayalon Insurance Company first reported a position in SPHQ in Q4 2019 and held it in 5 quarters. The position peaked at $93K in Q4 2020. 237 funds tracked by Wall St. Rank hold SPHQ as of Q1 2021.

Ayalon Insurance Company reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2021 after selling out during the quarter.
Ayalon Insurance Company sold 2,205 Invesco S&P 500 Quality ETF shares in Q1 2021, an estimated $93K.
Ayalon Insurance Company first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and held it in 5 quarters.
Ayalon Insurance Company's Invesco S&P 500 Quality ETF position peaked at $93K in Q4 2020.
237 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2021.

Based on Ayalon Insurance Company's 13F filing for Q1 2021, filed 28 Apr 2021.