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Financial Gravity Asset Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Financial Gravity 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
2023
Q3 		– Sell
-600
Closed -$30 – 1712
2023
Q2 		$30 Buy
+600
New +$28.9K ﹤0.01% 1455

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Financial Gravity Asset Management's SPHQ Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2023, closing a stake of 600 shares — an estimated $30 sold.

Financial Gravity Asset Management first reported a position in SPHQ in Q2 2023 and held it in 1 quarter. The position peaked at $30 in Q2 2023. 406 funds tracked by Wall St. Rank hold SPHQ as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 600 Invesco S&P 500 Quality ETF shares in Q3 2023, an estimated $30.
  • Financial Gravity Asset Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's Invesco S&P 500 Quality ETF position peaked at $30 in Q2 2023.
  • 406 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.