OakTrust Wealth Advisors LLC boosted its holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 13.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 73,429 shares of the company’s stock after acquiring an additional 8,668 shares during the quarter. Invesco S&P 500 Quality ETF accounts for about 5.0% of OakTrust Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest position. OakTrust Wealth Advisors LLC’s holdings in Invesco S&P 500 Quality ETF were worth $5,521,000 as of its most recent SEC filing.
Other hedge funds have also recently added to or reduced their stakes in the company. MTM Investment Management LLC acquired a new stake in Invesco S&P 500 Quality ETF during the fourth quarter valued at approximately $26,000. Bell Investment Advisors Inc bought a new position in shares of Invesco S&P 500 Quality ETF during the 1st quarter worth approximately $28,000. IFC & Insurance Marketing Inc. acquired a new stake in Invesco S&P 500 Quality ETF in the 4th quarter valued at $29,000. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA bought a new stake in Invesco S&P 500 Quality ETF in the fourth quarter valued at $33,000. Finally, Merkkuri Wealth Advisors LLC bought a new stake in Invesco S&P 500 Quality ETF in the first quarter valued at $33,000.
Invesco S&P 500 Quality ETF Price Performance
Invesco S&P 500 Quality ETF stock opened at $88.80 on Tuesday. The firm has a market capitalization of $18.90 billion, a P/E ratio of 25.36 and a beta of 0.91. The stock has a fifty day moving average price of $84.37 and a two-hundred day moving average price of $79.86. Invesco S&P 500 Quality ETF has a 52-week low of $70.26 and a 52-week high of $90.26.
Invesco S&P 500 Quality ETF Company Profile
The Invesco S&P 500 Quality ETF (SPHQ) is an exchange-traded fund that is based on the S&P 500 Quality index. The fund tracks an index of US large-cap stocks selected by return on equity, changes in net operating assets and financial leverage. Stocks are weighted by these quality factors, scaled by market cap. SPHQ was launched on Dec 6, 2005 and is managed by Invesco.
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