Catalyst Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Catalyst Wealth 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
2023 Q1	$390K	Sell	8,242 -665	-7%	-$30.4K	0.37%	86
2022 Q4	$392K	Buy	+8,907	New	+$389K	0.37%	87

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 $1.35B AUM 46.51% 1-Year Est. Return

SWA

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

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

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

Catalyst Wealth Management's SPHQ Position: Q1 2023 in Review

Catalyst Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 7.5% in Q1 2023, selling an estimated $30.4K and leaving 8,242 shares worth $390K. The position accounts for 0.37% of the portfolio, ranked #86.

Catalyst Wealth Management first reported a position in SPHQ in Q4 2022 and has held it in 2 quarters since. The position peaked at $392K in Q4 2022. 360 funds tracked by Wall St. Rank hold SPHQ as of Q1 2023.

Catalyst Wealth Management held 8,242 shares of Invesco S&P 500 Quality ETF worth $390K as of Q1 2023.
Catalyst Wealth Management sold 665 Invesco S&P 500 Quality ETF shares in Q1 2023, an estimated $30.4K.
Invesco S&P 500 Quality ETF made up 0.37% of Catalyst Wealth Management's portfolio in Q1 2023, its #86 holding.
Catalyst Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 2 quarters since.
Catalyst Wealth Management's Invesco S&P 500 Quality ETF position peaked at $392K in Q4 2022.
360 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.