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

Halpern Financial’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
2024
Q2 		– Sell
-988
Closed -$59.4K – 240
2024
Q1 		$59.4K Hold
988
– – 0.02% 87
2023
Q4 		$52.7K Buy
+988
New +$50.8K 0.02% 89

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Halpern Financial's SPHQ Position: Q2 2024 in Review

Halpern Financial sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2024, closing a stake of 988 shares — an estimated $59.4K sold.

Halpern Financial first reported a position in SPHQ in Q4 2023 and held it in 2 quarters. The position peaked at $59.4K in Q1 2024. 510 funds tracked by Wall St. Rank hold SPHQ as of Q2 2024.

  • Halpern Financial reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 988 Invesco S&P 500 Quality ETF shares in Q2 2024, an estimated $59.4K.
  • Halpern Financial first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and held it in 2 quarters.
  • Halpern Financial's Invesco S&P 500 Quality ETF position peaked at $59.4K in Q1 2024.
  • 510 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.