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JFS Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

JFS Wealth Advisors’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
-1,415
Closed -$95.2K – 1987
2024
Q3 		$95.2K Hold
1,415
– – 0.01% 371
2024
Q2 		$89.9K Buy
+1,415
New +$86.3K 0.01% 321
2022
Q1 		– Sell
-4,110
Closed -$219K – 1955
2021
Q4 		$219K Buy
+4,110
New +$212K 0.02% 215

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

JFS Wealth Advisors's SPHQ Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2024, closing a stake of 1,415 shares — an estimated $95.2K sold.

JFS Wealth Advisors first reported a position in SPHQ in Q4 2021 and held it in 3 quarters. The position peaked at $219K in Q4 2021. 606 funds tracked by Wall St. Rank hold SPHQ as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,415 Invesco S&P 500 Quality ETF shares in Q4 2024, an estimated $95.2K.
  • JFS Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 and held it in 3 quarters.
  • JFS Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $219K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.