Jaffetilchin Investment Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Jaffetilchin Investment Partners’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	-1,685	Closed	-$113K	–	1164
2024 Q3	$113K	Buy	+1,685	New	+$110K	0.01%	442
2023 Q2	–	Sell	-7,041	Closed	-$333K	–	382
2023 Q1	$333K	Sell	7,041 -19,234	-73%	-$879K	0.04%	267
2022 Q4	$1.16M	Buy	+26,275	New	+$1.15M	0.14%	117

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jaffetilchin Investment Partners's SPHQ Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2024, closing a stake of 1,685 shares — an estimated $113K sold.

Jaffetilchin Investment Partners first reported a position in SPHQ in Q4 2022 and held it in 3 quarters. The position peaked at $1.16M in Q4 2022. 606 funds tracked by Wall St. Rank hold SPHQ as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 1,685 Invesco S&P 500 Quality ETF shares in Q4 2024, an estimated $113K.
Jaffetilchin Investment Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and held it in 3 quarters.
Jaffetilchin Investment Partners's Invesco S&P 500 Quality ETF position peaked at $1.16M in Q4 2022.
606 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.