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Savior LLC’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Savior LLC’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
2023
Q4 		– Sell
-2,410
Closed -$121K – 101
2023
Q3 		$121K Sell
2,410
-13,511
-85% -$693K 0.84% 12
2023
Q2 		$803K Sell
15,921
-214,942
-93% -$10.4M 3.25% 8
2023
Q1 		$10.9M Sell
230,863
-3,762
-2% -$172K 9.02% 1
2022
Q4 		$10.3M Sell
234,625
-2,306
-1% -$101K 9.21% 2
2022
Q3 		$9.42M Sell
236,931
-192
-0.1% -$8.42K 8.76% 2
2022
Q2 		$9.96M Buy
237,123
+189,868
+402% +$8.72M 9.13% 1
2022
Q1 		$2.4M Buy
+47,255
New +$2.38M 1.79% 20

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Savior LLC's SPHQ Position: Q4 2023 in Review

Savior LLC sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2023, closing a stake of 2,410 shares — an estimated $121K sold.

Savior LLC first reported a position in SPHQ in Q1 2022 and held it in 7 quarters. The position peaked at $10.9M in Q1 2023. 444 funds tracked by Wall St. Rank hold SPHQ as of Q4 2023.

  • Savior LLC reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2023 after selling out during the quarter.
  • Savior LLC sold 2,410 Invesco S&P 500 Quality ETF shares in Q4 2023, an estimated $121K.
  • Savior LLC first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and held it in 7 quarters.
  • Savior LLC's Invesco S&P 500 Quality ETF position peaked at $10.9M in Q1 2023.
  • 444 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2023.

Based on Savior LLC's 13F filing for Q4 2023, filed 1 Feb 2024.