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Tillar-Wenstrup Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Tillar-Wenstrup 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
2020
Q1 		– Sell
-130,349
Closed -$4.77M – 44
2019
Q4 		$4.77M Buy
130,349
+15,583
+14% +$543K 2.66% 11
2019
Q3 		$3.85M Buy
114,766
+3,608
+3% +$120K 2.23% 15
2019
Q2 		$3.68M Buy
+111,158
New +$3.63M 2.07% 16

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Tillar-Wenstrup Advisors's SPHQ Position: Q1 2020 in Review

Tillar-Wenstrup Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2020, closing a stake of 130,349 shares — an estimated $4.77M sold.

Tillar-Wenstrup Advisors first reported a position in SPHQ in Q2 2019 and held it in 3 quarters. The position peaked at $4.77M in Q4 2019. 188 funds tracked by Wall St. Rank hold SPHQ as of Q1 2020.

  • Tillar-Wenstrup Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2020 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 130,349 Invesco S&P 500 Quality ETF shares in Q1 2020, an estimated $4.77M.
  • Tillar-Wenstrup Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2019 and held it in 3 quarters.
  • Tillar-Wenstrup Advisors's Invesco S&P 500 Quality ETF position peaked at $4.77M in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.