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Whitney & Co’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Whitney & Co’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
2018
Q3 		– Sell
-1,029
Closed -$31K – 549
2018
Q2 		$31K Buy
+1,029
New +$31.1K 0.01% 190

Other funds holding SPHQ

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Whitney & Co's SPHQ Position: Q3 2018 in Review

Whitney & Co sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2018, closing a stake of 1,029 shares — an estimated $31K sold.

Whitney & Co first reported a position in SPHQ in Q2 2018 and held it in 1 quarter. The position peaked at $31K in Q2 2018. 122 funds tracked by Wall St. Rank hold SPHQ as of Q3 2018.

  • Whitney & Co reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2018 after selling out during the quarter.
  • Whitney & Co sold 1,029 Invesco S&P 500 Quality ETF shares in Q3 2018, an estimated $31K.
  • Whitney & Co first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and held it in 1 quarter.
  • Whitney & Co's Invesco S&P 500 Quality ETF position peaked at $31K in Q2 2018.
  • 122 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2018.

Based on Whitney & Co's 13F filing for Q3 2018, filed 13 Nov 2018.