Kistler-Tiffany Companies’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$640K	Buy	12,681 +1,846	+17%	+$88.9K	0.1%	158
2023 Q1	$513K	Sell	10,835 -655	-6%	-$29.9K	0.1%	161
2022 Q4	$506K	Sell	11,490 -10,970	-49%	-$479K	0.1%	143
2022 Q3	$893K	Buy	22,460 +12	+0.1%	+$526	0.2%	86
2022 Q2	$943K	Buy	22,448 +315	+1%	+$14.5K	0.21%	85
2022 Q1	$1.1M	Buy	+22,133	New	+$1.12M	0.21%	82

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kistler-Tiffany Companies's SPHQ Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 17% in Q2 2023, buying an estimated $88.9K and bringing the position to 12,681 shares worth $640K. The position accounts for 0.1% of the portfolio, ranked #158.

Kistler-Tiffany Companies first reported a position in SPHQ in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2022. 389 funds tracked by Wall St. Rank hold SPHQ as of Q2 2023.

Kistler-Tiffany Companies held 12,681 shares of Invesco S&P 500 Quality ETF worth $640K as of Q2 2023.
Kistler-Tiffany Companies bought 1,846 Invesco S&P 500 Quality ETF shares in Q2 2023, an estimated $88.9K.
Invesco S&P 500 Quality ETF made up 0.1% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #158 holding.
Kistler-Tiffany Companies first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 6 quarters since.
Kistler-Tiffany Companies's Invesco S&P 500 Quality ETF position peaked at $1.1M in Q1 2022.
389 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.