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Kelly Financial Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-180
Closed -$11.5K – 653
2024
Q2 		$11.5K Sell
180
-16
-8% -$975 ﹤0.01% 413
2024
Q1 		$11.8K Buy
+196
New +$11.2K ﹤0.01% 405
2022
Q2 		– Sell
-154
Closed -$7.66K – 713
2022
Q1 		$7.66K Buy
+154
New +$7.76K ﹤0.01% 375

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelly Financial Services's SPHQ Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2024, closing a stake of 180 shares — an estimated $11.5K sold.

Kelly Financial Services first reported a position in SPHQ in Q1 2022 and held it in 3 quarters. The position peaked at $11.8K in Q1 2024. 547 funds tracked by Wall St. Rank hold SPHQ as of Q3 2024.

  • Kelly Financial Services reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 180 Invesco S&P 500 Quality ETF shares in Q3 2024, an estimated $11.5K.
  • Kelly Financial Services first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and held it in 3 quarters.
  • Kelly Financial Services's Invesco S&P 500 Quality ETF position peaked at $11.8K in Q1 2024.
  • 547 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.