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

Vigilant 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
2021
Q3 		– Sell
-69
Closed -$3K – 818
2021
Q2 		$3K Hold
69
– – ﹤0.01% 418
2021
Q1 		$3K Buy
+69
New +$2.98K ﹤0.01% 351

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Vigilant Capital Management's SPHQ Position: Q3 2021 in Review

Vigilant Capital Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2021, closing a stake of 69 shares — an estimated $3K sold.

Vigilant Capital Management first reported a position in SPHQ in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 258 funds tracked by Wall St. Rank hold SPHQ as of Q3 2021.

  • Vigilant Capital Management reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2021 after selling out during the quarter.
  • Vigilant Capital Management sold 69 Invesco S&P 500 Quality ETF shares in Q3 2021, an estimated $3K.
  • Vigilant Capital Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2021 and held it in 2 quarters.
  • Vigilant Capital Management's Invesco S&P 500 Quality ETF position peaked at $3K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2021.

Based on Vigilant Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.