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Retirement Planning Company of New England’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-2,289
Closed -$121K – 774
2021
Q4 		$121K Buy
+2,289
New +$118K 0.06% 280

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Company of New England's SPHQ Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2022, closing a stake of 2,289 shares — an estimated $121K sold.

Retirement Planning Company of New England first reported a position in SPHQ in Q4 2021 and held it in 1 quarter. The position peaked at $121K in Q4 2021. 316 funds tracked by Wall St. Rank hold SPHQ as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,289 Invesco S&P 500 Quality ETF shares in Q1 2022, an estimated $121K.
  • Retirement Planning Company of New England first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco S&P 500 Quality ETF position peaked at $121K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.