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

TCI 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
2023 Q2	–	Sell	-512	Closed	-$24.2K	–	1957
2023 Q1	$24.2K	Buy	+512	New	+$23.4K	﹤0.01%	634
2021 Q4	–	Sell	-69	Closed	-$3K	–	2502
2021 Q3	$3K	Buy	+69	New	+$3.45K	﹤0.01%	2008
2020 Q1	–	Sell	-462	Closed	-$17K	–	1743
2019 Q4	$17K	Buy	+462	New	+$16.1K	0.01%	587
2019 Q1	–	Sell	-1,720	Closed	-$48K	–	1538
2018 Q4	$48K	Buy	+1,720	New	+$51.7K	0.02%	320

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCI Wealth Advisors's SPHQ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2023, closing a stake of 512 shares — an estimated $24.2K sold.

TCI Wealth Advisors first reported a position in SPHQ in Q4 2018 and held it in 4 quarters. The position peaked at $48K in Q4 2018. 389 funds tracked by Wall St. Rank hold SPHQ as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 512 Invesco S&P 500 Quality ETF shares in Q2 2023, an estimated $24.2K.
TCI Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and held it in 4 quarters.
TCI Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $48K in Q4 2018.
389 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.