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Eubel Brady & Suttman Asset Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Eubel Brady & Suttman Asset 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
2021
Q3 		– Sell
-846
Closed -$38K – 300
2021
Q2 		$38K Buy
+846
New +$39.3K ﹤0.01% 369

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's SPHQ Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2021, closing a stake of 846 shares — an estimated $38K sold.

Eubel Brady & Suttman Asset Management first reported a position in SPHQ in Q2 2021 and held it in 1 quarter. The position peaked at $38K in Q2 2021. 258 funds tracked by Wall St. Rank hold SPHQ as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 846 Invesco S&P 500 Quality ETF shares in Q3 2021, an estimated $38K.
  • Eubel Brady & Suttman Asset Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's Invesco S&P 500 Quality ETF position peaked at $38K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.