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Buckingham Strategic Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-4,321
Closed -$210K – 624
2021
Q3 		$210K Buy
+4,321
New +$216K ﹤0.01% 558
2019
Q2 		– Sell
-28,514
Closed -$917K – 462
2019
Q1 		$917K Buy
+28,514
New +$866K 0.12% 144

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Buckingham Strategic Wealth's SPHQ Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2021, closing a stake of 4,321 shares — an estimated $210K sold.

Buckingham Strategic Wealth first reported a position in SPHQ in Q1 2019 and held it in 2 quarters. The position peaked at $917K in Q1 2019. 315 funds tracked by Wall St. Rank hold SPHQ as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,321 Invesco S&P 500 Quality ETF shares in Q4 2021, an estimated $210K.
  • Buckingham Strategic Wealth first reported a position in Invesco S&P 500 Quality ETF in Q1 2019 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Invesco S&P 500 Quality ETF position peaked at $917K in Q1 2019.
  • 315 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.