Leicht Financial Planning & Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Leicht Financial Planning & 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
2021 Q1	–	Sell	-294,523	Closed	-$12.4M	–	25
2020 Q4	$12.4M	Buy	294,523 +18,385	+7%	+$739K	8.4%	3
2020 Q3	$10.7M	Buy	276,138 +29,116	+12%	+$1.1M	7.92%	3
2020 Q2	$8.73M	Buy	+247,022	New	+$8.36M	6.94%	6

Other funds holding SPHQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management's SPHQ Position: Q1 2021 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2021, closing a stake of 294,523 shares — an estimated $12.4M sold.

Leicht Financial Planning & Wealth Management first reported a position in SPHQ in Q2 2020 and held it in 3 quarters. The position peaked at $12.4M in Q4 2020. 237 funds tracked by Wall St. Rank hold SPHQ as of Q1 2021.

Leicht Financial Planning & Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2021 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 294,523 Invesco S&P 500 Quality ETF shares in Q1 2021, an estimated $12.4M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and held it in 3 quarters.
Leicht Financial Planning & Wealth Management's Invesco S&P 500 Quality ETF position peaked at $12.4M in Q4 2020.
237 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2021.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.