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Raab & Moskowitz Asset Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-1,315
Closed -$48K – 449
2019
Q4 		$48K Buy
+1,315
New +$45.8K 0.02% 261

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

Raab & Moskowitz Asset Management's SPHQ Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2020, closing a stake of 1,315 shares — an estimated $48K sold.

Raab & Moskowitz Asset Management first reported a position in SPHQ in Q4 2019 and held it in 1 quarter. The position peaked at $48K in Q4 2019. 188 funds tracked by Wall St. Rank hold SPHQ as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 1,315 Invesco S&P 500 Quality ETF shares in Q1 2020, an estimated $48K.
  • Raab & Moskowitz Asset Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Invesco S&P 500 Quality ETF position peaked at $48K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.