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Iams Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Iams Wealth Management’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
Q4 		– Sell
-4,685
Closed -$315K – 175
2024
Q3 		$315K Buy
+4,685
New +$304K 0.15% 122
2024
Q2 		– Sell
-6,322
Closed -$369K – 152
2024
Q1 		$369K Buy
+6,322
New +$362K 0.23% 90
2023
Q2 		– Sell
-13,497
Closed -$632K – 212
2023
Q1 		$632K Buy
+13,497
New +$617K 0.53% 62

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iams Wealth Management's SPHQ Position: Q4 2024 in Review

Iams Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2024, closing a stake of 4,685 shares — an estimated $315K sold.

Iams Wealth Management first reported a position in SPHQ in Q1 2023 and held it in 3 quarters. The position peaked at $632K in Q1 2023. 606 funds tracked by Wall St. Rank hold SPHQ as of Q4 2024.

  • Iams Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Iams Wealth Management sold 4,685 Invesco S&P 500 Quality ETF shares in Q4 2024, an estimated $315K.
  • Iams Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and held it in 3 quarters.
  • Iams Wealth Management's Invesco S&P 500 Quality ETF position peaked at $632K in Q1 2023.
  • 606 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2024.

Based on Iams Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.