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

Waterloo Capital’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	$352K	Buy	+11,769	New	+$408K	0.25%	90

Other funds holding SPHQ

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

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

Waterloo Capital's SPHQ Position: Q1 2020 in Review

Waterloo Capital opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2020: 11,769 shares worth $352K. The stake represents 0.25% of the portfolio and ranks #90 among its holdings.

188 funds tracked by Wall St. Rank hold SPHQ as of Q1 2020.

Waterloo Capital held 11,769 shares of Invesco S&P 500 Quality ETF worth $352K as of Q1 2020.
Invesco S&P 500 Quality ETF was a new Waterloo Capital position in Q1 2020.
Invesco S&P 500 Quality ETF made up 0.25% of Waterloo Capital's portfolio in Q1 2020, its #90 holding.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.