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Market Street Wealth Management Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Market Street Wealth Management 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
2022
Q2 		– Sell
-4,490
Closed -$224K – 90
2022
Q1 		$224K Buy
+4,490
New +$226K 0.08% 72

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

Market Street Wealth Management Advisors's SPHQ Position: Q2 2022 in Review

Market Street Wealth Management Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2022, closing a stake of 4,490 shares — an estimated $224K sold.

Market Street Wealth Management Advisors first reported a position in SPHQ in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 309 funds tracked by Wall St. Rank hold SPHQ as of Q2 2022.

  • Market Street Wealth Management Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2022 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 4,490 Invesco S&P 500 Quality ETF shares in Q2 2022, an estimated $224K.
  • Market Street Wealth Management Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and held it in 1 quarter.
  • Market Street Wealth Management Advisors's Invesco S&P 500 Quality ETF position peaked at $224K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2022.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.