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

Executive 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
2019
Q3 		– Sell
-12
Closed – – 690
2019
Q2 		$0 Hold
12
– – ﹤0.01% 940
2019
Q1 		$0 Hold
12
– – ﹤0.01% 925
2018
Q4 		$0 Buy
+12
New +$361 ﹤0.01% 906

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Executive Wealth Management's SPHQ Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2019, closing a stake of 12 shares.

Executive Wealth Management first reported a position in SPHQ in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 158 funds tracked by Wall St. Rank hold SPHQ as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 12 Invesco S&P 500 Quality ETF shares in Q3 2019.
  • Executive Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco S&P 500 Quality ETF position peaked at $0 in Q2 2019.
  • 158 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.