Gradient Investments’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Gradient Investments’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 Q3	–	Sell	-74	Closed	-$3.73K	–	1903
2023 Q2	$3.73K	Sell	74 -1,277	-95%	-$61.5K	﹤0.01%	1021
2023 Q1	$63.9K	Buy	1,351 +381	+39%	+$17.4K	﹤0.01%	451
2022 Q4	$42.7K	Buy	970 +290	+43%	+$12.7K	﹤0.01%	528
2022 Q3	$27K	Buy	+680	New	+$29.8K	﹤0.01%	609
2019 Q3	–	Sell	-49	Closed	-$2K	–	1223
2019 Q2	$2K	Buy	+49	New	+$1.6K	﹤0.01%	898

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Gradient Investments's SPHQ Position: Q3 2023 in Review

Gradient Investments sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2023, closing a stake of 74 shares — an estimated $3.73K sold.

Gradient Investments first reported a position in SPHQ in Q2 2019 and held it in 5 quarters. The position peaked at $63.9K in Q1 2023. 406 funds tracked by Wall St. Rank hold SPHQ as of Q3 2023.

Gradient Investments reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 74 Invesco S&P 500 Quality ETF shares in Q3 2023, an estimated $3.73K.
Gradient Investments first reported a position in Invesco S&P 500 Quality ETF in Q2 2019 and held it in 5 quarters.
Gradient Investments's Invesco S&P 500 Quality ETF position peaked at $63.9K in Q1 2023.
406 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.