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WealthPLAN Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-99
Closed -$4.99K – 1043
2023
Q2 		$4.99K Hold
99
– – ﹤0.01% 909
2023
Q1 		$4.68K Buy
+99
New +$4.53K ﹤0.01% 1015

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

WealthPLAN Partners's SPHQ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2023, closing a stake of 99 shares — an estimated $4.99K sold.

WealthPLAN Partners first reported a position in SPHQ in Q1 2023 and held it in 2 quarters. The position peaked at $4.99K in Q2 2023. 406 funds tracked by Wall St. Rank hold SPHQ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 99 Invesco S&P 500 Quality ETF shares in Q3 2023, an estimated $4.99K.
  • WealthPLAN Partners first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco S&P 500 Quality ETF position peaked at $4.99K in Q2 2023.
  • 406 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.