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Cary Street Partners Investment Advisory’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q1 		– Sell
-4,993
Closed -$220K – 1720
2022
Q4 		$220K Buy
+4,993
New +$218K 0.02% 453

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPHQ Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2023, closing a stake of 4,993 shares — an estimated $220K sold.

Cary Street Partners Investment Advisory first reported a position in SPHQ in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 360 funds tracked by Wall St. Rank hold SPHQ as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 4,993 Invesco S&P 500 Quality ETF shares in Q1 2023, an estimated $220K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Invesco S&P 500 Quality ETF position peaked at $220K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.