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RGT Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

RGT Wealth Advisors’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
2021
Q1 		– Sell
-6,402
Closed -$270K – 70
2020
Q4 		$270K Buy
+6,402
New +$257K 0.06% 55

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RGT Wealth Advisors's SPHQ Position: Q1 2021 in Review

RGT Wealth Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2021, closing a stake of 6,402 shares — an estimated $270K sold.

RGT Wealth Advisors first reported a position in SPHQ in Q4 2020 and held it in 1 quarter. The position peaked at $270K in Q4 2020. 237 funds tracked by Wall St. Rank hold SPHQ as of Q1 2021.

  • RGT Wealth Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2021 after selling out during the quarter.
  • RGT Wealth Advisors sold 6,402 Invesco S&P 500 Quality ETF shares in Q1 2021, an estimated $270K.
  • RGT Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2020 and held it in 1 quarter.
  • RGT Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $270K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2021.

Based on RGT Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.