Koshinski Asset Management
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Koshinski Asset Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-511
Closed -$25.5K – 1779
2022
Q1 		$25.5K Hold
511
– – ﹤0.01% 1338
2021
Q4 		$27.2K Sell
511
-1,431
-74% -$73.8K ﹤0.01% 1358
2021
Q3 		$94.3K Buy
+1,942
New +$97.1K 0.01% 869

Other funds holding SPHQ

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Koshinski Asset Management's SPHQ Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2022, closing a stake of 511 shares — an estimated $25.5K sold.

Koshinski Asset Management first reported a position in SPHQ in Q3 2021 and held it in 3 quarters. The position peaked at $94.3K in Q3 2021. 309 funds tracked by Wall St. Rank hold SPHQ as of Q2 2022.

  • Koshinski Asset Management reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 511 Invesco S&P 500 Quality ETF shares in Q2 2022, an estimated $25.5K.
  • Koshinski Asset Management first reported a position in Invesco S&P 500 Quality ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Invesco S&P 500 Quality ETF position peaked at $94.3K in Q3 2021.
  • 309 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.