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Simplicity Solutions’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-8,966
Closed -$268K – 922
2020
Q1 		$268K Buy
8,966
+1,343
+18% +$46.6K 0.01% 625
2019
Q4 		$279K Buy
+7,623
New +$265K 0.01% 691
2019
Q2 		– Sell
-10,515
Closed -$338K – 852
2019
Q1 		$338K Buy
10,515
+1,143
+12% +$34.7K 0.02% 498
2018
Q4 		$261K Buy
+9,372
New +$282K 0.03% 488

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
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Simplicity Solutions's SPHQ Position: Q2 2020 in Review

Simplicity Solutions sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2020, closing a stake of 8,966 shares — an estimated $268K sold.

Simplicity Solutions first reported a position in SPHQ in Q4 2018 and held it in 4 quarters. The position peaked at $338K in Q1 2019. 207 funds tracked by Wall St. Rank hold SPHQ as of Q2 2020.

  • Simplicity Solutions reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2020 after selling out during the quarter.
  • Simplicity Solutions sold 8,966 Invesco S&P 500 Quality ETF shares in Q2 2020, an estimated $268K.
  • Simplicity Solutions first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and held it in 4 quarters.
  • Simplicity Solutions's Invesco S&P 500 Quality ETF position peaked at $338K in Q1 2019.
  • 207 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.