Cozad Asset Management Inc. Grows Stock Holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Cozad Asset Management Inc. lifted its position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 206,658 shares of the company’s stock after acquiring an additional 1,341 shares during the quarter. Invesco S&P 500 Quality ETF accounts for approximately 1.3% of Cozad Asset Management Inc.’s investment portfolio, making the stock its 17th largest holding. Cozad Asset Management Inc. owned approximately 0.19% of Invesco S&P 500 Quality ETF worth $11,176,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in SPHQ. Birchcreek Wealth Management LLC lifted its holdings in shares of Invesco S&P 500 Quality ETF by 37.3% during the fourth quarter. Birchcreek Wealth Management LLC now owns 13,832 shares of the company’s stock worth $748,000 after purchasing an additional 3,757 shares during the period. IAG Wealth Partners LLC boosted its holdings in Invesco S&P 500 Quality ETF by 10.2% in the fourth quarter. IAG Wealth Partners LLC now owns 115,938 shares of the company’s stock valued at $6,270,000 after purchasing an additional 10,746 shares during the last quarter. Truist Financial Corp raised its stake in shares of Invesco S&P 500 Quality ETF by 37.0% during the 4th quarter. Truist Financial Corp now owns 206,890 shares of the company’s stock valued at $11,189,000 after buying an additional 55,843 shares during the last quarter. Atria Wealth Solutions Inc. lifted its holdings in shares of Invesco S&P 500 Quality ETF by 1.8% in the 4th quarter. Atria Wealth Solutions Inc. now owns 152,872 shares of the company’s stock valued at $8,267,000 after buying an additional 2,748 shares during the period. Finally, Beaumont Asset Management L.L.C. purchased a new stake in shares of Invesco S&P 500 Quality ETF in the fourth quarter worth about $2,975,000.

Invesco S&P 500 Quality ETF Price Performance

NYSEARCA:SPHQ traded down $0.63 during trading hours on Tuesday, reaching $58.74. The company had a trading volume of 296,167 shares, compared to its average volume of 1,037,942. Invesco S&P 500 Quality ETF has a 1-year low of $46.73 and a 1-year high of $60.77. The business’s 50 day moving average price is $59.22 and its 200-day moving average price is $55.32. The firm has a market cap of $8.61 billion, a PE ratio of 21.94 and a beta of 0.97.

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.