IronBridge Private Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-1	Closed	–	–	261
2021 Q4	$0	Hold	1	–	–	﹤0.01%	328
2021 Q3	$0	Buy	+1	New	+$50	﹤0.01%	310

Other funds holding SPHQ

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IronBridge Private Wealth's SPHQ Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2022, closing a stake of 1 share.

IronBridge Private Wealth first reported a position in SPHQ in Q3 2021 and held it in 2 quarters. The position peaked at $0 in Q4 2021. 316 funds tracked by Wall St. Rank hold SPHQ as of Q1 2022.

IronBridge Private Wealth reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 1 Invesco S&P 500 Quality ETF share in Q1 2022.
IronBridge Private Wealth first reported a position in Invesco S&P 500 Quality ETF in Q3 2021 and held it in 2 quarters.
IronBridge Private Wealth's Invesco S&P 500 Quality ETF position peaked at $0 in Q4 2021.
316 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.