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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

617 managers (625 13F filers) reported a position in SPHQ shares at 2025-03-31, 116,837,714 shares in all. 71 filers opened a position and 46 filers sold out during the quarter.

Managers
617
13F filers
625
New
71
Added
276
Reduced
159
Sold out
46
Shares held by filers
116,837,714

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GREENWOOD GEARHART LLC33,423$2.22M0.15%-9,10313F-HRTimeline
BURNS J W & CO INC/NY32,708$2.17M0.28%+63713F-HRTimeline
&PARTNERS32,991$2.17M0.02%+35013F-HRTimeline
RVW Wealth, LLC32,626$2.16M0.2%-69113F-HRTimeline
Generation Capital Management LLC32,413$2.15M1.94%+1,39113F-HRTimeline
TD Waterhouse Canada Inc.32,080$2.12M0.02%-66,61313F-HRTimeline
GHP Investment Advisors, Inc.31,574$2.09M0.1%+57213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED30,832$2.03M0.19%+14,71113F-HR/ATimeline
Curtis Advisory Group, LLC30,355$2.01M0.59%+5,08913F-HRTimeline
Dynamic Advisor Solutions LLC29,798$1.98M0.07%+31213F-HRTimeline
Mayfair Advisory Group, LLC29,229$1.94M1.12%+4,21113F-HRTimeline
Legacy Financial Advisors, Inc.29,222$1.94M0.32%+2,52113F-HRTimeline
Capital Advisors, Ltd. LLC28,972$1.92M0.25%+80813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,563$1.89M0.05%+3,48913F-HRTimelineGroup
Institute for Wealth Management, LLC.28,540$1.89M0.24%-34113F-HRTimeline
Astoria Portfolio Advisors LLC.29,221$1.87M0.64%+24,36813F-HRTimeline
PAX Financial Group, LLC27,457$1.82M0.32%new13F-HRTimeline
5T Wealth, LLC27,269$1.81M1.03%+4313F-HRTimeline
Tempus Wealth Planning, LLC27,060$1.8M0.54%-11,72013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,991$1.79M0.09%+4,33013F-HRTimeline
Resurgent Financial Advisors LLC25,936$1.72M1.03%+52913F-HRTimeline
Meridian Financial Advisors, LLC25,524$1.69M1.19%+93613F-HRTimeline
INTEGRITY ALLIANCE, LLC.25,440$1.69M0.07%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,787$1.64M0.14%-2,75013F-HRTimeline
Fiduciary Alliance LLC24,772$1.64M0.16%+1,85013F-HRTimeline
Bell Bank24,688$1.64M0.09%013F-HRTimeline
Weaver Consulting Group24,651$1.64M0.49%+87313F-HRTimeline
MEMBERS WEALTH LLC24,286$1.61M1.22%+5,45913F-HRTimeline
POTENTIA WEALTH24,241$1.61M0.75%+8,90313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,922$1.59M<0.01%+9,17313F-HRTimelineGroup
Gladstone Institutional Advisory LLC23,424$1.55M0.07%+2113F-HRTimeline
HHM Wealth Advisors, LLC23,286$1.54M0.21%013F-HRTimeline
HF Advisory Group, LLC23,202$1.54M0.67%+90613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding23,170$1.54M+3,484Timeline
Csenge Advisory Group24,351$1.53M0.09%+9,94713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,047$1.53M<0.01%-13,92213F-HRTimelineGroup
DAVENPORT & Co LLC22,665$1.5M0.01%+12,73313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …22,100$1.47M0.22%+3,29013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC22,000$1.46M0.01%new13F-HRTimelineGroup
Silicon Valley Capital Partners21,985$1.44M0.19%-93313F-HRTimeline
VestGen Advisors, LLC21,498$1.43M0.06%13F-HRTimeline
Sigma Planning Corp21,263$1.41M0.04%+2,81913F-HRTimeline
Bawa N Mallick Trust21,070$1.4M0.66%013F-HRTimeline
Sovran Advisors, LLC21,931$1.38M0.18%+7,95713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,552$1.36M0.03%+17,10113F-HRTimelineGroup
Basepoint Wealth LLC20,306$1.35M1.05%+3013F-HRTimeline
Steele Capital Management, Inc.20,225$1.34M0.07%+6113F-HRTimeline
MADDEN SECURITIES Corp20,192$1.34M0.52%013F-HRTimeline
Coppell Advisory Solutions LLC19,992$1.32M0.18%+19,58113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding19,594$1.3M+197Timeline
Advisory Services Network, LLC19,512$1.29M0.02%+72513F-HRTimeline
Intelligence Driven Advisers, LLC19,260$1.28M0.25%013F-HRTimeline
Visionary Wealth Advisors19,228$1.28M0.08%+4,28813F-HRTimeline
SAX WEALTH ADVISORS, LLC19,170$1.27M0.09%new13F-HRTimeline
WEDBUSH SECURITIES INC19,137$1.27M0.05%-20713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,749$1.24M0.03%013F-HRTimeline
HM PAYSON & CO18,717$1.24M0.02%-3,06113F-HRTimeline
Patriot Financial Group Insurance Agenc…18,635$1.24M0.17%+4,95713F-HRTimeline
McKinley Carter Wealth Services, Inc.18,372$1.22M0.08%-62013F-HRTimeline
Sage Capital Management, LLC18,359$1.22M0.66%-24713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC18,049$1.2M0.01%+9613F-HRTimeline
Aspire Capital Advisors LLC17,849$1.18M0.35%-9,90113F-HRTimeline
Kovack Advisors, Inc.17,754$1.18M0.12%-50013F-HRTimeline
Compound Planning, Inc.17,347$1.15M0.05%+12,46813F-HRTimeline
Glass Jacobson Investment Advisors llc16,867$1.13M0.37%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,881$1.12M0.02%+2,53213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,744$1.11M<0.01%-2,16713F-HRTimeline
Financial Engines Advisors L.L.C.16,703$1.11M<0.01%-3013F-HRTimeline
Investors Research Corp15,887$1.05M0.23%+1,20813F-HRTimeline
Stonehearth Capital Management, LLC15,838$1.05M0.43%-3,73313F-HRTimeline
UPTICK PARTNERS, LLC15,808$1.05M0.36%013F-HRTimeline
CWM, LLCin group CWM, LLC15,635$1.04M<0.01%+10,82513F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.15,531$1.03M0.5%+7,98213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,369$1.02M<0.01%-9313F-HRTimelineGroup
Legacy Advisors, LLC15,000$995K0.1%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV14,975$993K0.56%+61513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,924$990K<0.01%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department14,882$987K0.33%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,622$970K0.01%+6,08913F-HRTimelineGroup
Breakwater Capital Group14,484$961K0.17%+3,17613F-HRTimeline
SYNOVUS FINANCIAL CORP14,272$947K0.01%-2,27913F-HRTimeline
WHITTIER TRUST CO14,200$942K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,145$938K0.04%+2,58413F-HRTimelineGroup
Elevation Capital Advisory, LLC14,066$933K0.41%+10,26213F-HRTimeline
Fragasso Financial Advisors Inc13,985$928K0.07%+1,38013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,906$923K0.08%-8013F-HR/ATimeline
SEAMOUNT FINANCIAL GROUP INC13,898$922K0.63%-46313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,394$912K<0.01%-3013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC13,361$886K0.03%+6,15713F-HRTimeline
Family Capital Management, Inc.13,300$882K0.54%+9,67013F-HRTimeline
WESPAC Advisors, LLC13,216$877K0.71%+36813F-HRTimeline
Empowered Funds, LLC13,195$875K0.01%new13F-HRTimeline
Capital Asset Advisory Services LLC13,169$875K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,169$874K0.02%+713F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,090$868K0.17%013F-HRTimeline
Perigon Wealth Management, LLC13,031$864K0.02%+6,95513F-HRTimeline
BCGM Wealth Management, LLC13,030$864K0.27%-60013F-HRTimeline
SlateStone Wealth, LLC12,914$857K0.09%-52913F-HRTimeline
Kera Capital Partners, Inc.12,891$855K0.25%013F-HRTimeline
Running Point Capital Advisors, LLC12,736$845K0.27%013F-HRTimeline
BALANCED WEALTH GROUP LLC12,722$844K0.41%+613F-HRTimeline
Delta Wealth Advisors LLC12,685$842K0.76%+4,73013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,667$840K<0.01%-68613F-HRTimeline
EP Wealth Advisors, LLC12,653$839K0.01%-1,26413F-HRTimeline
SteelPeak Wealth, LLC12,556$833K0.04%-7,37113F-HRTimeline
Beacon Pointe Advisors, LLC12,500$829K0.01%-14913F-HRTimeline
IEQ CAPITAL, LLC12,400$823K0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.12,397$822K0.95%+36013F-HRTimeline
Tortoise Investment Management, LLC12,301$816K0.08%+1,95013F-HR/ATimeline
Key Financial Inc12,248$813K0.18%+63713F-HRTimeline
Platform Technology Partners12,227$811K0.24%+5,97713F-HRTimeline
MATHER GROUP, LLC.12,083$802K0.01%-4513F-HRTimeline
Evernest Financial Advisors, LLC12,050$799K0.29%013F-HRTimeline
Crescent Grove Advisors, LLC12,035$798K0.08%-2,09513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.11,923$791K0.46%013F-HRTimeline
NewEdge Wealth, LLC11,796$783K0.01%+6,52713F-HRTimeline
Wisconsin Wealth Advisors, LLC11,496$763K1.1%new13F-HRTimeline
NWAM LLC11,445$759K0.07%-1,24013F-HRTimeline
Trivium Point Advisory, LLC11,390$756K0.09%+21713F-HRTimeline
Dupree Financial Group, LLC11,165$741K0.3%+113F-HRTimeline
Glen Eagle Advisors, LLC11,038$732K0.12%-2,22713F-HRTimeline
Redwood Financial Network Corp10,975$728K0.55%+1,36913F-HRTimeline
HBW ADVISORY SERVICES LLC10,892$723K0.1%-1,78113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,775$715K<0.01%-1,13613F-HRTimelineGroup
Symphony Financial Services, Inc.10,771$715K0.47%+11713F-HRTimeline
Ridgeline Wealth Planning, LLC10,744$713K0.7%-1,30913F-HRTimeline
D.A. DAVIDSON & CO.10,505$697K0.01%+9613F-HRTimeline
Serenus Wealth Advisors, LLC10,447$693K0.12%+80513F-HRTimeline
World Investment Advisors10,339$686K0.02%+2113F-HRTimeline
Crew Capital Management, Ltd10,290$683K0.56%+4,36413F-HRTimeline
Promus Capital, LLC10,267$681K0.52%+78413F-HR/ATimeline
Glenview Trust Co10,258$681K0.01%-30513F-HR/ATimeline
PFG Advisors10,037$666K0.04%-1,54713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,995$663K0.01%-60713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,937$659K<0.01%+2,24813F-HR/ATimelineGroup
CW Advisors, LLC9,906$658K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.9,769$646K0.29%+63213F-HRTimeline
Crossmark Global Holdings, Inc.9,747$646K0.01%new13F-HRTimeline
Lunt Capital Management, Inc.9,724$645K0.23%013F-HRTimeline
Strategic Investment Advisors / MI9,706$644K0.07%-77813F-HRTimeline
Advance Capital Management, Inc.9,693$643K0.03%+1,35413F-HRTimeline
WJ Wealth Management, LLC9,656$641K0.23%013F-HRTimeline
Ausdal Financial Partners, Inc.9,644$640K0.05%new13F-HRTimeline
Alta Wealth Advisors LLC9,615$638K0.29%+1013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC9,584$636K0.65%+1,24113F-HRTimeline
Olistico Wealth, LLC9,484$629K0.39%013F-HRTimeline
HB Wealth Management, LLC9,381$622K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,374$622K<0.01%+913F-HRTimelineGroup
Richmond Investment Services, LLC9,333$619K0.34%+1,78713F-HRTimeline
Verdence Capital Advisors LLC9,314$618K0.05%+113F-HRTimeline
Beacon Bridge Wealth Partners, LLC9,224$612K0.26%+3,01313F-HRTimeline
Reyes Financial Architecture, Inc.9,152$607K0.45%013F-HRTimeline
Centerpoint Advisory Group9,149$607K0.6%new13F-HRTimeline
PINNACLE ASSOCIATES LTD9,149$607K0.01%+4413F-HRTimeline
Chicago Partners Investment Group LLC9,017$606K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC9,034$599K0.03%+35613F-HRTimeline
Integrated Wealth Concepts LLC9,008$598K0.01%-78113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8,906$591K0.25%new13F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC8,822$585K0.03%new13F-HRTimelineGroup
Algorithmic Investment Models, LLC8,733$579K0.43%+4,27813F-HRTimeline
One Capital Management, LLC8,510$565K0.02%-310,30913F-HRTimeline
WealthBridge Capital Management, LLC8,486$563K0.16%+813F-HRTimeline
Clearstead Advisors, LLC8,481$563K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC8,463$561K<0.01%+20413F-HRTimeline
Prospera Financial Services Inc8,463$561K0.01%-5,39813F-HRTimeline
GWN SECURITIES INC.8,108$561K0.03%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.8,344$554K0.25%+1,22513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,269$549K0.02%new13F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC7,871$522K0.03%+6313F-HRTimeline
Plotkin Financial Advisors, LLC7,778$516K0.32%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,739$513K0.03%-2,24013F-HR/ATimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding7,784$512K+3,988Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,673$509K0.02%013F-HRTimelineGroup
VestGen Investment Management7,638$507K0.38%+2,74013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,565$502K0.25%+5913F-HRTimelineGroup
Sowell Financial Services LLC7,545$501K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC7,479$496K0.23%+4113F-HRTimeline
LITTLE HOUSE CAPITAL LLC7,470$496K0.14%new13F-HRTimeline
ORG Partners LLC7,300$483K0.12%-71813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,220$479K0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC7,164$475K0.01%+3,89413F-HRTimeline
Moloney Securities Asset Management, LLC7,101$471K0.06%+11213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,075$469K0.01%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.7,024$466K0.22%-1,58113F-HRTimeline
Secure Asset Management, LLC6,879$456K0.09%+26713F-HRTimeline
Betterment LLC6,838$454K<0.01%+2,46813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,872$452K0.07%+2613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,786$450K0.02%-22,98313F-HRTimelineGroup
ARGUS INVESTORS' COUNSEL, INC.6,777$450K0.34%+31013F-HRTimeline
Sequent Planning LLC6,772$449K0.16%-3,53813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,761$449K0.01%+1,19313F-HRTimeline
AE Wealth Management LLC6,632$440K<0.01%+1,19213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,628$440K0.01%-15413F-HRTimelineGroup
IFP Advisors, Inc6,598$438K0.01%-4,71313F-HRTimeline
Quantinno Capital Management LP6,590$437K<0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,580$437K0.02%new13F-HRTimeline
Retireful, LLC6,606$434K0.41%-4,80113F-HRTimeline
Summit Trail Advisors, LLC6,435$427K0.01%+3,43513F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,394$424K0.04%013F-HRTimeline
SageView Advisory Group, LLC6,355$422K0.02%-3,40213F-HRTimeline