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

Sound View 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
2019
Q1 		$1.75M Buy
54,306
+5,122
+10% +$156K 0.55% 57
2018
Q4 		$1.37M Buy
+49,184
New +$1.48M 0.5% 59

Other funds holding SPHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

Sound View Wealth Advisors's SPHQ Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 10% in Q1 2019, buying an estimated $156K and bringing the position to 54,306 shares worth $1.75M. The position accounts for 0.55% of the portfolio, ranked #57.

Sound View Wealth Advisors first reported a position in SPHQ in Q4 2018 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold SPHQ as of Q1 2019.

  • Sound View Wealth Advisors held 54,306 shares of Invesco S&P 500 Quality ETF worth $1.75M as of Q1 2019.
  • Sound View Wealth Advisors bought 5,122 Invesco S&P 500 Quality ETF shares in Q1 2019, an estimated $156K.
  • Invesco S&P 500 Quality ETF made up 0.55% of Sound View Wealth Advisors's portfolio in Q1 2019, its #57 holding.
  • Sound View Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.