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United Capital Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

United Capital Financial 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
Q1 		– Sell
-4,770
Closed -$210K – 1063
2022
Q4 		$210K Sell
4,770
-6,449
-57% -$282K ﹤0.01% 969
2022
Q3 		$446K Sell
11,219
-4,679
-29% -$205K ﹤0.01% 786
2022
Q2 		$668K Sell
15,898
-647
-4% -$29.7K ﹤0.01% 725
2022
Q1 		$826K Sell
16,545
-2,670
-14% -$135K ﹤0.01% 710
2021
Q4 		$1.02M Sell
19,215
-266
-1% -$13.7K ﹤0.01% 670
2021
Q3 		$946K Sell
19,481
-3,062
-14% -$153K ﹤0.01% 692
2021
Q2 		$1.1M Buy
22,543
+7,420
+49% +$345K 0.01% 669
2021
Q1 		$670K Sell
15,123
-649
-4% -$28K ﹤0.01% 765
2020
Q4 		$664K Sell
15,772
-791
-5% -$31.8K ﹤0.01% 778
2020
Q3 		$640K Sell
16,563
-7,684
-32% -$291K ﹤0.01% 772
2020
Q2 		$859K Sell
24,247
-3,743
-13% -$127K 0.01% 708
2020
Q1 		$838K Sell
27,990
-867
-3% -$30.1K 0.01% 679
2019
Q4 		$1.05M Hold
28,857
– – 0.01% 761
2019
Q3 		$968K Sell
28,857
-82
-0.3% -$2.73K 0.01% 762
2019
Q2 		$958K Buy
28,939
+782
+3% +$25.5K 0.01% 827
2019
Q1 		$905K Sell
28,157
-2,337
-8% -$71K 0.01% 803
2018
Q4 		$848K Sell
30,494
-4,236
-12% -$127K 0.01% 759
2018
Q3 		$1.14M Sell
34,730
-22,813
-40% -$722K 0.01% 745
2018
Q2 		$1.73M Buy
+57,543
New +$1.74M 0.01% 627

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Capital Financial Advisors's SPHQ Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2023, closing a stake of 4,770 shares — an estimated $210K sold.

United Capital Financial Advisors first reported a position in SPHQ in Q2 2018 and held it in 19 quarters. The position peaked at $1.73M in Q2 2018. 360 funds tracked by Wall St. Rank hold SPHQ as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,770 Invesco S&P 500 Quality ETF shares in Q1 2023, an estimated $210K.
  • United Capital Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and held it in 19 quarters.
  • United Capital Financial Advisors's Invesco S&P 500 Quality ETF position peaked at $1.73M in Q2 2018.
  • 360 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.