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Crown Wealth Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Crown Wealth Group’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
2022
Q4 		– Sell
-6,325
Closed -$251K – 75
2022
Q3 		$251K Sell
6,325
-570
-8% -$25K 0.26% 50
2022
Q2 		$290K Hold
6,895
– – 0.26% 52
2022
Q1 		$344K Buy
+6,895
New +$347K 0.24% 61

Other funds holding SPHQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crown Wealth Group's SPHQ Position: Q4 2022 in Review

Crown Wealth Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2022, closing a stake of 6,325 shares — an estimated $251K sold.

Crown Wealth Group first reported a position in SPHQ in Q1 2022 and held it in 3 quarters. The position peaked at $344K in Q1 2022. 343 funds tracked by Wall St. Rank hold SPHQ as of Q4 2022.

  • Crown Wealth Group reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2022 after selling out during the quarter.
  • Crown Wealth Group sold 6,325 Invesco S&P 500 Quality ETF shares in Q4 2022, an estimated $251K.
  • Crown Wealth Group first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and held it in 3 quarters.
  • Crown Wealth Group's Invesco S&P 500 Quality ETF position peaked at $344K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2022.

Based on Crown Wealth Group's 13F filing for Q4 2022, filed 9 Feb 2023.