Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the Invesco S&P 500 Quality ETF (SPHQ) is a smart beta exchange traded fund launched on 12/06/2005.
If you want a quality-factor tilt on U.S. large caps, the two cleanest options are the Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ | SPHQ Price Prediction) and the JPMorgan U.S.
Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the Invesco S&P 500 Quality ETF (SPHQ) is a smart beta exchange traded fund launched on 12/06/2005.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 8.91M | $518.9M | $769.23M | $250.33M | 48.24% |
Vectors Research Management Vectors Research Management LLC | 4,312 | $261,000 | $372,254.96 | $111,254.96 | 42.63% |
PAX Financial Group PAX Financial Group LLC | 16,045 | $1,206.42 | $1.39M | $1.38M | 114,716.1% |
| GB Gregory Bosch Strategies Wealth Advisors, LLC | 145,091 | $7.86M | $12.53M | $4.66M | 59.26% |
| AS Alexandra Stickelman Root Financial Partners, LLC | 2,299 | $168,529 | $198,472.67 | $29,943.67 | 17.77% |
| ARCA Exchange | US Country |
The company in question appears to operate as an investment fund that focuses on generating returns through a strategic selection of stocks from the S&P 500® Index. By investing a minimum of 90% of its total assets in securities that constitute the underlying index, the fund aims to leverage the performance of the highest quality stocks as determined by the index provider's quality score. This selection process emphasizes the fund's commitment to investing in companies that exhibit strong financial health and stability, as reflected by their high quality scores. The fund's investment strategy is primarily geared towards investors looking for exposure to high-quality stocks within the S&P 500®.
The primary product offered by the company is an investment fund that specializes in high-quality stocks from the S&P 500® Index. This fund is designed for investors seeking to invest in a curated selection of 100 stocks that have been identified based on their high quality scores. The index provider's methodology for calculating these scores involves a thorough analysis of each company's financial health, ensuring that only the most stable and reliable stocks are chosen for inclusion in the underlying index.