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Lake Point Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Lake Point Wealth 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
2019
Q2 		$1K Hold
37
– – ﹤0.01% 622
2019
Q1 		$1K Buy
+37
New +$1.12K ﹤0.01% 621

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Point Wealth Management's SPHQ Position: Q2 2019 in Review

Lake Point Wealth Management held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2019 at 37 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Lake Point Wealth Management first reported a position in SPHQ in Q1 2019 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold SPHQ as of Q2 2019.

  • Lake Point Wealth Management held 37 shares of Invesco S&P 500 Quality ETF worth $1K as of Q2 2019.
  • Lake Point Wealth Management left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2019.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #622 holding.
  • Lake Point Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2019 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.