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

YorkBridge Wealth 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
2019
Q3 		– Sell
-500
Closed -$17K – 569
2019
Q2 		$17K Hold
500
– – 0.01% 495
2019
Q1 		$16K Hold
500
– – 0.01% 496
2018
Q4 		$14K Hold
500
– – 0.01% 532
2018
Q3 		$16K Hold
500
– – 0.01% 563
2018
Q2 		$15K Buy
+500
New +$15.1K 0.01% 583

Other funds holding SPHQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

YorkBridge Wealth Partners's SPHQ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2019, closing a stake of 500 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in SPHQ in Q2 2018 and held it in 5 quarters. The position peaked at $17K in Q2 2019. 158 funds tracked by Wall St. Rank hold SPHQ as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 500 Invesco S&P 500 Quality ETF shares in Q3 2019, an estimated $17K.
  • YorkBridge Wealth Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Invesco S&P 500 Quality ETF position peaked at $17K in Q2 2019.
  • 158 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.