Wealthspire Advisors (Maryland)’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$563K	Buy	14,569 +8,024	+123%	+$303K	0.02%	245
2020 Q2	$232K	Buy	+6,545	New	+$222K	0.02%	390
2020 Q1	–	Sell	-6,476	Closed	-$237K	–	501
2019 Q4	$237K	Buy	6,476 +29	+0.4%	+$1.01K	0.02%	437
2019 Q3	$216K	Buy	6,447 +31	+0.5%	+$1.03K	0.02%	416
2019 Q2	$213K	Buy	6,416 +26	+0.4%	+$849	0.02%	423
2019 Q1	$205K	Buy	6,390 +16	+0.3%	+$486	0.02%	429
2018 Q4	$177K	Buy	6,374 +34	+0.5%	+$1.02K	0.02%	429
2018 Q3	$208K	Buy	6,340 +31	+0.5%	+$982	0.02%	445
2018 Q2	$189K	Buy	+6,309	New	+$191K	0.02%	485

Other funds holding SPHQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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 $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPHQ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 123% in Q3 2020, buying an estimated $303K and bringing the position to 14,569 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #245.

Wealthspire Advisors (Maryland) first reported a position in SPHQ in Q2 2018 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold SPHQ as of Q3 2020.

Wealthspire Advisors (Maryland) held 14,569 shares of Invesco S&P 500 Quality ETF worth $563K as of Q3 2020.
Wealthspire Advisors (Maryland) bought 8,024 Invesco S&P 500 Quality ETF shares in Q3 2020, an estimated $303K.
Invesco S&P 500 Quality ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #245 holding.
Wealthspire Advisors (Maryland) first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.