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High Net Worth Advisory Group’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

High Net Worth Advisory Group’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-843
Closed -$18K – 655
2022
Q3 		$18K Hold
843
– – 0.01% 466
2022
Q2 		$20K Buy
+843
New +$21.9K 0.01% 451

Other funds holding IDHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

High Net Worth Advisory Group's IDHQ Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Invesco S&P International Developed Quality ETF (IDHQ) in Q4 2022, closing a stake of 843 shares — an estimated $18K sold.

High Net Worth Advisory Group first reported a position in IDHQ in Q2 2022 and held it in 2 quarters. The position peaked at $20K in Q2 2022. 49 funds tracked by Wall St. Rank hold IDHQ as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Invesco S&P International Developed Quality ETF position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 843 Invesco S&P International Developed Quality ETF shares in Q4 2022, an estimated $18K.
  • High Net Worth Advisory Group first reported a position in Invesco S&P International Developed Quality ETF in Q2 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's Invesco S&P International Developed Quality ETF position peaked at $20K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.