BMMM
SPHQ icon

Boston Mountain Money Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Boston Mountain Money 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 		$3.73M Hold
55,430
– – 2.16% 11
2024
Q2 		$3.52M Sell
55,430
-1,000
-2% -$61K 2.32% 11
2024
Q1 		$3.41M Buy
+56,430
New +$3.23M 2.33% 11

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Mountain Money Management's SPHQ Position: Q3 2024 in Review

Boston Mountain Money Management held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q3 2024 at 55,430 shares worth $3.73M. The position accounts for 2.16% of the portfolio, ranked #11.

Boston Mountain Money Management first reported a position in SPHQ in Q1 2024 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold SPHQ as of Q3 2024.

  • Boston Mountain Money Management held 55,430 shares of Invesco S&P 500 Quality ETF worth $3.73M as of Q3 2024.
  • Boston Mountain Money Management left its Invesco S&P 500 Quality ETF share count unchanged in Q3 2024.
  • Invesco S&P 500 Quality ETF made up 2.16% of Boston Mountain Money Management's portfolio in Q3 2024, its #11 holding.
  • Boston Mountain Money Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.