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

Goldstone 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
2023
Q2 		– Sell
-19,431
Closed -$919K – 172
2023
Q1 		$919K Buy
+19,431
New +$888K 0.3% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldstone Financial Group's SPHQ Position: Q2 2023 in Review

Goldstone Financial Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2023, closing a stake of 19,431 shares — an estimated $919K sold.

Goldstone Financial Group first reported a position in SPHQ in Q1 2023 and held it in 1 quarter. The position peaked at $919K in Q1 2023. 389 funds tracked by Wall St. Rank hold SPHQ as of Q2 2023.

  • Goldstone Financial Group reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 19,431 Invesco S&P 500 Quality ETF shares in Q2 2023, an estimated $919K.
  • Goldstone Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and held it in 1 quarter.
  • Goldstone Financial Group's Invesco S&P 500 Quality ETF position peaked at $919K in Q1 2023.
  • 389 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2023.

Based on Goldstone Financial Group's 13F filing for Q2 2023, filed 15 Jan 2025.