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WR Wealth Planners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-822
Closed -$52.2K – 1201
2024
Q2 		$52.2K Hold
822
– – 0.02% 329
2024
Q1 		$49.7K Buy
+822
New +$47.1K 0.02% 334
2023
Q4 		– Sell
-822
Closed -$41.1K – 761
2023
Q3 		$41.1K Hold
822
– – 0.02% 342
2023
Q2 		$41.5K Hold
822
– – 0.02% 342
2023
Q1 		$38.9K Buy
+822
New +$37.6K 0.02% 350

Other funds holding SPHQ

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's SPHQ Position: Q3 2024 in Review

WR Wealth Planners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2024, closing a stake of 822 shares — an estimated $52.2K sold.

WR Wealth Planners first reported a position in SPHQ in Q1 2023 and held it in 5 quarters. The position peaked at $52.2K in Q2 2024. 547 funds tracked by Wall St. Rank hold SPHQ as of Q3 2024.

  • WR Wealth Planners reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 822 Invesco S&P 500 Quality ETF shares in Q3 2024, an estimated $52.2K.
  • WR Wealth Planners first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and held it in 5 quarters.
  • WR Wealth Planners's Invesco S&P 500 Quality ETF position peaked at $52.2K in Q2 2024.
  • 547 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.