MSWM
SPHQ icon

McGlone Suttner Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-33
Closed -$1.8K – 675
2023
Q4 		$1.8K Buy
+33
New +$1.7K ﹤0.01% 681

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McGlone Suttner Wealth Management's SPHQ Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2024, closing a stake of 33 shares — an estimated $1.8K sold.

McGlone Suttner Wealth Management first reported a position in SPHQ in Q4 2023 and held it in 1 quarter. The position peaked at $1.8K in Q4 2023. 478 funds tracked by Wall St. Rank hold SPHQ as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 33 Invesco S&P 500 Quality ETF shares in Q1 2024, an estimated $1.8K.
  • McGlone Suttner Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Invesco S&P 500 Quality ETF position peaked at $1.8K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.