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Tennessee Valley Asset Management Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-2,718
Closed -$147K – 657
2023
Q4 		$147K Buy
+2,718
New +$140K 0.02% 146

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CCWA
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SPHQ Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2024, closing a stake of 2,718 shares — an estimated $147K sold.

Tennessee Valley Asset Management Partners first reported a position in SPHQ in Q4 2023 and held it in 1 quarter. The position peaked at $147K in Q4 2023. 478 funds tracked by Wall St. Rank hold SPHQ as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 2,718 Invesco S&P 500 Quality ETF shares in Q1 2024, an estimated $147K.
  • Tennessee Valley Asset Management Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Invesco S&P 500 Quality ETF position peaked at $147K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.