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Global Wealth Management Investment Advisory’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Global Wealth Management Investment Advisory’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
-100
Closed -$4K – 606
2020
Q2 		$4K Buy
+100
New +$3.39K ﹤0.01% 460

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 $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPHQ Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in SPHQ in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 213 funds tracked by Wall St. Rank hold SPHQ as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Invesco S&P 500 Quality ETF shares in Q3 2020, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco S&P 500 Quality ETF position peaked at $4K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.