KWAG
SPHQ icon

Kiely Wealth Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kiely Wealth Advisory Group’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
Q1 		– Sell
-13,601
Closed -$765K – 288
2023
Q4 		$765K Buy
+13,601
New +$699K 0.44% 13

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiely Wealth Advisory Group's SPHQ Position: Q1 2024 in Review

Kiely Wealth Advisory Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2024, closing a stake of 13,601 shares — an estimated $765K sold.

Kiely Wealth Advisory Group first reported a position in SPHQ in Q4 2023 and held it in 1 quarter. The position peaked at $765K in Q4 2023. 478 funds tracked by Wall St. Rank hold SPHQ as of Q1 2024.

  • Kiely Wealth Advisory Group reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 13,601 Invesco S&P 500 Quality ETF shares in Q1 2024, an estimated $765K.
  • Kiely Wealth Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and held it in 1 quarter.
  • Kiely Wealth Advisory Group's Invesco S&P 500 Quality ETF position peaked at $765K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.