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Ford Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Ford Financial 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
Q1 		– Sell
-1,700
Closed -$90K – 447
2021
Q4 		$90K Buy
+1,700
New +$87.7K 0.02% 172
2021
Q3 		– Sell
-1,706
Closed -$82K – 478
2021
Q2 		$82K Buy
+1,706
New +$79.3K 0.03% 178

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ford Financial Group's SPHQ Position: Q1 2022 in Review

Ford Financial Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2022, closing a stake of 1,700 shares — an estimated $90K sold.

Ford Financial Group first reported a position in SPHQ in Q2 2021 and held it in 2 quarters. The position peaked at $90K in Q4 2021. 315 funds tracked by Wall St. Rank hold SPHQ as of Q1 2022.

  • Ford Financial Group reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,700 Invesco S&P 500 Quality ETF shares in Q1 2022, an estimated $90K.
  • Ford Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's Invesco S&P 500 Quality ETF position peaked at $90K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.