GM Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

GM Advisory 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
2020 Q3	–	Sell	-5,903	Closed	-$209K	–	181
2020 Q2	$209K	Buy	+5,903	New	+$200K	0.04%	158
2020 Q1	–	Sell	-5,903	Closed	-$216K	–	141
2019 Q4	$216K	Buy	+5,903	New	+$206K	0.07%	89

Other funds holding SPHQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

GM Advisory Group's SPHQ Position: Q3 2020 in Review

GM Advisory Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2020, closing a stake of 5,903 shares — an estimated $209K sold.

GM Advisory Group first reported a position in SPHQ in Q4 2019 and held it in 2 quarters. The position peaked at $216K in Q4 2019. 213 funds tracked by Wall St. Rank hold SPHQ as of Q3 2020.

GM Advisory Group reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2020 after selling out during the quarter.
GM Advisory Group sold 5,903 Invesco S&P 500 Quality ETF shares in Q3 2020, an estimated $209K.
GM Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and held it in 2 quarters.
GM Advisory Group's Invesco S&P 500 Quality ETF position peaked at $216K in Q4 2019.
213 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2020.

Based on GM Advisory Group's 13F filing for Q3 2020, filed 12 Nov 2020.