Timber Creek Capital Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Timber Creek Capital 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 Q1	–	Sell	-1,000	Closed	-$54.1K	–	132
2023 Q4	$54.1K	Hold	1,000	–	–	0.02%	92
2023 Q3	$50K	Hold	1,000	–	–	0.02%	90
2023 Q2	$50.5K	Hold	1,000	–	–	0.02%	89
2023 Q1	$47.3K	Hold	1,000	–	–	0.02%	90
2022 Q4	$44K	Hold	1,000	–	–	0.02%	94
2022 Q3	$39K	Buy	+1,000	New	+$43.9K	0.02%	96

Other funds holding SPHQ

FCAS

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Timber Creek Capital Management's SPHQ Position: Q1 2024 in Review

Timber Creek Capital Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2024, closing a stake of 1,000 shares — an estimated $54.1K sold.

Timber Creek Capital Management first reported a position in SPHQ in Q3 2022 and held it in 6 quarters. The position peaked at $54.1K in Q4 2023. 478 funds tracked by Wall St. Rank hold SPHQ as of Q1 2024.

Timber Creek Capital Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2024 after selling out during the quarter.
Timber Creek Capital Management sold 1,000 Invesco S&P 500 Quality ETF shares in Q1 2024, an estimated $54.1K.
Timber Creek Capital Management first reported a position in Invesco S&P 500 Quality ETF in Q3 2022 and held it in 6 quarters.
Timber Creek Capital Management's Invesco S&P 500 Quality ETF position peaked at $54.1K in Q4 2023.
478 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2024.

Based on Timber Creek Capital Management's 13F filing for Q1 2024, filed 3 Apr 2024.