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Clear Perspective Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Clear Perspective Advisors’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
2018
Q3 		– Sell
-53
Closed -$2K – 391
2018
Q2 		$2K Buy
+53
New +$1.6K ﹤0.01% 472

Other funds holding SPHQ

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Clear Perspective Advisors's SPHQ Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2018, closing a stake of 53 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in SPHQ in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 122 funds tracked by Wall St. Rank hold SPHQ as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 53 Invesco S&P 500 Quality ETF shares in Q3 2018, an estimated $2K.
  • Clear Perspective Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and held it in 1 quarter.
  • Clear Perspective Advisors's Invesco S&P 500 Quality ETF position peaked at $2K in Q2 2018.
  • 122 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.