FundX Investment Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

FundX Investment 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
2021 Q4	$5.2M	Buy	+97,668	New	+$5.04M	1.26%	15
2020 Q1	–	Sell	-60,654	Closed	-$2.22M	–	69
2019 Q4	$2.22M	Buy	+60,654	New	+$2.11M	0.6%	21
2019 Q1	–	Sell	-82,190	Closed	-$2.29M	–	56
2018 Q4	$2.29M	Buy	+82,190	New	+$2.47M	0.85%	22

Other funds holding SPHQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FundX Investment Group's SPHQ Position: Q4 2021 in Review

FundX Investment Group opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q4 2021: 97,668 shares worth $5.2M. The stake represents 1.26% of the portfolio and ranks #15 among its holdings. This is a return to the name: FundX Investment Group previously reported a position in SPHQ as recently as Q4 2019.

FundX Investment Group first reported a position in SPHQ in Q4 2018 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold SPHQ as of Q4 2021.

FundX Investment Group held 97,668 shares of Invesco S&P 500 Quality ETF worth $5.2M as of Q4 2021.
Invesco S&P 500 Quality ETF was a new FundX Investment Group position in Q4 2021.
Invesco S&P 500 Quality ETF made up 1.26% of FundX Investment Group's portfolio in Q4 2021, its #15 holding.
FundX Investment Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and has held it in 3 quarters since.
315 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.