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Nations Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Nations Financial Group’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
2018
Q3 		– Sell
-11,508
Closed -$345K – 173
2018
Q2 		$345K Buy
+11,508
New +$348K 0.29% 102

Other funds holding SPHQ

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Nations Financial Group's SPHQ Position: Q3 2018 in Review

Nations Financial Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2018, closing a stake of 11,508 shares — an estimated $345K sold.

Nations Financial Group first reported a position in SPHQ in Q2 2018 and held it in 1 quarter. The position peaked at $345K in Q2 2018. 122 funds tracked by Wall St. Rank hold SPHQ as of Q3 2018.

  • Nations Financial Group reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2018 after selling out during the quarter.
  • Nations Financial Group sold 11,508 Invesco S&P 500 Quality ETF shares in Q3 2018, an estimated $345K.
  • Nations Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and held it in 1 quarter.
  • Nations Financial Group's Invesco S&P 500 Quality ETF position peaked at $345K in Q2 2018.
  • 122 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2018.

Based on Nations Financial Group's 13F filing for Q3 2018, filed 7 Nov 2018.