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Lindbrook Capital’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Lindbrook Capital’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
2020
Q1 		– Sell
-104
Closed -$4K – 1854
2019
Q4 		$4K Buy
+104
New +$3.62K ﹤0.01% 1169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Lindbrook Capital's SPHQ Position: Q1 2020 in Review

Lindbrook Capital sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2020, closing a stake of 104 shares — an estimated $4K sold.

Lindbrook Capital first reported a position in SPHQ in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 188 funds tracked by Wall St. Rank hold SPHQ as of Q1 2020.

  • Lindbrook Capital reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2020 after selling out during the quarter.
  • Lindbrook Capital sold 104 Invesco S&P 500 Quality ETF shares in Q1 2020, an estimated $4K.
  • Lindbrook Capital first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and held it in 1 quarter.
  • Lindbrook Capital's Invesco S&P 500 Quality ETF position peaked at $4K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.