PP
SPHQ icon

Pacifica Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Pacifica Partners’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
-40
Closed -$2.07K – 549
2023
Q4 		$2.07K Hold
40
– – ﹤0.01% 487
2023
Q3 		$1.99K Hold
40
– – ﹤0.01% 475
2023
Q2 		$2.01K Buy
+40
New +$1.93K ﹤0.01% 430

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

Pacifica Partners's SPHQ Position: Q1 2024 in Review

Pacifica Partners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2024, closing a stake of 40 shares — an estimated $2.07K sold.

Pacifica Partners first reported a position in SPHQ in Q2 2023 and held it in 3 quarters. The position peaked at $2.07K in Q4 2023. 478 funds tracked by Wall St. Rank hold SPHQ as of Q1 2024.

  • Pacifica Partners reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2024 after selling out during the quarter.
  • Pacifica Partners sold 40 Invesco S&P 500 Quality ETF shares in Q1 2024, an estimated $2.07K.
  • Pacifica Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and held it in 3 quarters.
  • Pacifica Partners's Invesco S&P 500 Quality ETF position peaked at $2.07K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.