Lenox Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Lenox Wealth Advisors’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	–	Sell	-72	Closed	-$2K	–	561
2019 Q1	$2K	Hold	72	–	–	﹤0.01%	543
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	344
2018 Q3	$2K	Hold	72	–	–	﹤0.01%	372
2018 Q2	$2K	Buy	+72	New	+$2.17K	﹤0.01%	496

Other funds holding SPHQ

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Lenox Wealth Advisors's SPHQ Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2019, closing a stake of 72 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SPHQ in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 143 funds tracked by Wall St. Rank hold SPHQ as of Q2 2019.

Lenox Wealth Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 72 Invesco S&P 500 Quality ETF shares in Q2 2019, an estimated $2K.
Lenox Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and held it in 4 quarters.
Lenox Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $2K in Q1 2019.
143 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.