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Institutional & Family Asset Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Institutional & Family Asset 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
2020
Q2 		– Sell
-428
Closed -$14.5K – 906
2020
Q1 		$13K Buy
+428
New +$14.8K ﹤0.01% 426

Other funds holding SPHQ

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
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Institutional & Family Asset Management's SPHQ Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2020, closing a stake of 428 shares — an estimated $14.5K sold.

Institutional & Family Asset Management first reported a position in SPHQ in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 207 funds tracked by Wall St. Rank hold SPHQ as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 428 Invesco S&P 500 Quality ETF shares in Q2 2020, an estimated $14.5K.
  • Institutional & Family Asset Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Invesco S&P 500 Quality ETF position peaked at $13K in Q1 2020.
  • 207 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.