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Sugarloaf Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$24.4K Buy
364
+1
+0.3% +$68 ﹤0.01% 379
2024
Q3 		$24.4K Buy
363
+1
+0.3% +$65 ﹤0.01% 388
2024
Q2 		$23K Sell
362
-224
-38% -$13.7K ﹤0.01% 380
2024
Q1 		$35.4K Buy
+586
New +$33.6K 0.01% 332

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
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's SPHQ Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.28% in Q4 2024, buying an estimated $68 and bringing the position to 364 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Sugarloaf Wealth Management first reported a position in SPHQ in Q1 2024 and has held it in 4 quarters since. The position peaked at $35.4K in Q1 2024. 606 funds tracked by Wall St. Rank hold SPHQ as of Q4 2024.

  • Sugarloaf Wealth Management held 364 shares of Invesco S&P 500 Quality ETF worth $24.4K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 Invesco S&P 500 Quality ETF share in Q4 2024, an estimated $68.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #379 holding.
  • Sugarloaf Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's Invesco S&P 500 Quality ETF position peaked at $35.4K in Q1 2024.
  • 606 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.