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Financial Architects (New Jersey)’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-266
Closed -$9K – 694
2020
Q2 		$9K Buy
+266
New +$9.01K ﹤0.01% 665

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Architects (New Jersey)'s SPHQ Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2020, closing a stake of 266 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in SPHQ in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 213 funds tracked by Wall St. Rank hold SPHQ as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 266 Invesco S&P 500 Quality ETF shares in Q3 2020, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Invesco S&P 500 Quality ETF position peaked at $9K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.