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

SpiderRock 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
2024
Q3 		$1.12M Buy
16,637
+37
+0.2% +$2.4K 0.02% 451
2024
Q2 		$1.05M Hold
16,600
– – 0.02% 402
2024
Q1 		$984K Buy
+16,600
New +$951K 0.02% 393

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SpiderRock Advisors's SPHQ Position: Q3 2024 in Review

SpiderRock Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.22% in Q3 2024, buying an estimated $2.4K and bringing the position to 16,637 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #451.

SpiderRock Advisors first reported a position in SPHQ in Q1 2024 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold SPHQ as of Q3 2024.

  • SpiderRock Advisors held 16,637 shares of Invesco S&P 500 Quality ETF worth $1.12M as of Q3 2024.
  • SpiderRock Advisors bought 37 Invesco S&P 500 Quality ETF shares in Q3 2024, an estimated $2.4K.
  • Invesco S&P 500 Quality ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #451 holding.
  • SpiderRock Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.