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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

664 managers (672 13F filers) reported a position in SPHQ shares at 2025-06-30, 131,395,518 shares in all. 91 filers opened a position and 47 filers sold out during the quarter.

Managers
664
13F filers
672
New
91
Added
267
Reduced
185
Sold out
47
Shares held by filers
131,395,518

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fortis Group Advisors, LLC39,957$2.85M0.52%new13F-HRTimeline
Astoria Portfolio Advisors LLC.39,052$2.83M0.8%+9,83113F-HRTimeline
Crestwood Advisors Group, LLC39,672$2.83M0.05%+1,32313F-HRTimeline
Alpha Cubed Investments, LLC39,247$2.8M0.11%+7113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,096$2.79M0.05%-32,78913F-HRTimelineGroup
Tempus Wealth Planning, LLC38,017$2.71M0.68%+10,95713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC37,500$2.67M0.02%+15,50013F-HRTimelineGroup
Endowment Wealth Management, Inc.37,446$2.67M1.38%+2,48513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…36,931$2.63M0.01%-7,67813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP36,520$2.6M0.17%-1,21113F-HRTimeline
IFP Advisors, Inc36,415$2.59M0.07%+29,81713F-HRTimeline
MONECO ADVISORS, LLC36,353$2.59M0.24%-51713F-HRTimeline
BURNS J W & CO INC/NY35,498$2.53M0.31%+2,79013F-HRTimeline
Kentucky Trust Co35,430$2.52M1.45%-80013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.35,313$2.52M0.11%+8,32213F-HRTimeline
Northwest Financial Advisors35,244$2.51M3.5%-17,61313F-HRTimeline
Dynamic Advisor Solutions LLC34,995$2.49M0.08%+5,19713F-HRTimeline
Generation Capital Management LLC34,190$2.44M1.93%+1,77713F-HRTimeline
Mayfair Advisory Group, LLC33,574$2.42M1.14%+4,34513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,383$2.38M0.02%-1,32213F-HRTimelineGroup
RVW Wealth, LLC32,848$2.34M0.2%+22213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC32,400$2.31M<0.01%new13F-HRTimeline
Intrua Financial, LLC32,184$2.29M0.33%-4,01113F-HRTimeline
Fragasso Financial Advisors Inc31,520$2.25M0.15%+17,53513F-HRTimeline
Wisconsin Wealth Advisors, LLC31,217$2.22M2.56%+19,72113F-HRTimeline
GHP Investment Advisors, Inc.31,207$2.22M0.1%-36713F-HRTimeline
Sagace Wealth Management LLC30,223$2.15M1.61%-7,80113F-HRTimeline
TD Waterhouse Canada Inc.29,919$2.14M0.02%-2,16113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,011$2.14M0.05%+1,44813F-HRTimelineGroup
Capital Advisors, Ltd. LLC28,829$2.05M0.25%-14313F-HRTimeline
Institute for Wealth Management, LLC.28,367$2.02M0.23%-17313F-HRTimeline
Legacy Financial Advisors, Inc.28,063$2M0.31%-1,15913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.27,952$1.99M0.82%+19,60813F-HRTimeline
Fiduciary Alliance LLC27,759$1.98M0.15%+2,98713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…27,380$1.95M0.03%+6,82813F-HRTimelineGroup
Total Clarity Wealth Management, Inc.27,280$1.94M0.56%+22,69713F-HRTimeline
Family Capital Management, Inc.26,916$1.92M1.01%+13,61613F-HRTimeline
Bell Bank26,287$1.87M0.09%+1,59913F-HRTimeline
Richmond Investment Services, LLC26,256$1.87M0.4%+16,92313F-HRTimeline
Meridian Financial Advisors, LLC26,226$1.87M1.21%+70213F-HRTimeline
GREENWOOD GEARHART LLC25,143$1.79M0.11%-8,28013F-HRTimeline
Resurgent Financial Advisors LLC24,945$1.78M0.98%-99113F-HRTimeline
DAVENPORT & Co LLC24,628$1.75M0.01%+1,96313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,181$1.72M<0.01%+25913F-HRTimelineGroup
PAX Financial Group, LLC24,105$1.72M0.33%-3,35213F-HRTimeline
Csenge Advisory Group24,331$1.71M0.09%-2013F-HRTimeline
Gladstone Institutional Advisory LLC23,208$1.65M0.07%-21613F-HRTimeline
Disciplined Investors, L.L.C.23,190$1.65M1.29%+18,53913F-HRTimeline
Visionary Wealth Advisors22,907$1.63M0.08%+3,67913F-HRTimeline
HF Advisory Group, LLC22,833$1.63M0.64%-36913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,701$1.62M0.13%-2,08613F-HRTimeline
MATHER GROUP, LLC.22,664$1.62M0.02%+10,58113F-HRTimeline
&PARTNERS22,559$1.61M0.01%-10,43213F-HRTimeline
HHM Wealth Advisors, LLC22,476$1.6M0.19%-81013F-HRTimeline
Balefire, LLC21,806$1.55M0.34%new13F-HRTimeline
SYNOVUS FINANCIAL CORP21,778$1.55M0.02%+7,50613F-HRTimeline
Platform Technology Partners21,767$1.55M0.41%+9,54013F-HRTimeline
Tyler-Stone Wealth Management21,720$1.55M0.25%new13F-HRTimeline
Glass Jacobson Investment Advisors llc21,589$1.54M0.59%+4,72213F-HRTimeline
VestGen Advisors, LLC21,514$1.53M0.06%+1613F-HRTimeline
Advisory Services Network, LLC21,456$1.53M0.02%+1,94413F-HRTimeline
D.A. DAVIDSON & CO.21,399$1.52M0.01%+10,89413F-HRTimeline
Vermillion & White Wealth Management Gr…21,339$1.52M0.99%new13F-HRTimeline
Silicon Valley Capital Partners21,292$1.52M0.16%-69313F-HRTimeline
Bawa N Mallick Trust21,070$1.5M0.62%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL20,759$1.48M0.01%new13F-HRTimeline
ERn Financial, LLC20,446$1.46M0.31%-41,56713F-HRTimeline
Basepoint Wealth LLC20,329$1.45M1.12%+2313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,298$1.45M0.17%new13F-HRTimeline
Steele Capital Management, Inc.20,272$1.44M0.07%+4713F-HRTimeline
Patriot Financial Group Insurance Agenc…20,013$1.43M0.16%+1,37813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,382$1.38M0.03%+2,50113F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC19,337$1.38M0.35%new13F-HRTimeline
Intelligence Driven Advisers, LLC19,260$1.37M0.21%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding18,835$1.34M-759Timeline
Financial Engines Advisors L.L.C.18,828$1.34M<0.01%+2,12513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …18,780$1.34M0.23%-3,32013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,749$1.34M0.03%013F-HRTimeline
Sage Investment Counsel LLC18,743$1.34M1.55%+12,55713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18,606$1.33M0.02%+3,98413F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.18,472$1.32M0.69%+2,94113F-HRTimeline
TAGStone Capital, Inc.17,947$1.29M0.53%+13,52213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC18,061$1.29M0.01%+1213F-HRTimeline
Kovack Advisors, Inc.18,060$1.29M0.13%+30613F-HRTimeline
Sage Capital Management, LLC17,985$1.28M0.62%-37413F-HRTimeline
Geneos Wealth Management Inc.17,875$1.27M0.03%-54,51013F-HRTimeline
HM PAYSON & CO17,867$1.27M0.02%-85013F-HRTimeline
Investors Research Corp17,636$1.26M0.25%+1,74913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,560$1.25M-5,610Timeline
WEDBUSH SECURITIES INC17,524$1.25M0.04%-1,61313F-HRTimeline
M Holdings Securities, Inc.17,366$1.23M0.21%new13F-HRTimeline
CW Advisors, LLC17,122$1.22M0.01%+7,21613F-HRTimeline
Breakwater Capital Group16,986$1.21M0.2%+2,50213F-HRTimeline
Algorithmic Investment Models, LLC16,977$1.21M0.83%+8,24413F-HRTimeline
NorthCrest Asset Manangement, LLC16,542$1.19M0.03%+3,18113F-HRTimeline
5T Wealth, LLC16,496$1.18M0.6%-10,77313F-HRTimeline
EP Wealth Advisors, LLC15,760$1.12M0.01%+3,10713F-HRTimeline
UPTICK PARTNERS, LLC15,728$1.12M0.32%-8013F-HRTimeline
SIGNATUREFD, LLC15,716$1.12M0.02%new13F-HRTimeline
Stonehearth Capital Management, LLC15,665$1.12M0.46%-17313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,535$1.11M<0.01%+16613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,394$1.1M<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…15,296$1.09M0.14%+10,31813F-HRTimeline
Wingate Wealth Advisors, Inc.14,999$1.07M0.95%+2,60213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,924$1.06M<0.01%013F-HRTimelineGroup
Delta Wealth Advisors LLC14,917$1.06M0.89%+2,23213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department14,882$1.06M0.31%013F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV14,805$1.06M0.53%-17013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC14,665$1.05M0.54%+76713F-HRTimeline
Compound Planning, Inc.14,625$1.04M0.04%-2,72213F-HRTimeline
Next Capital Management LLC14,621$1.04M0.39%+10,01313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,612$1.04M<0.01%+1,94513F-HRTimeline
Ausdal Financial Partners, Inc.14,421$1.03M0.07%+4,77713F-HRTimeline
Advance Capital Management, Inc.14,214$1.01M0.05%+4,52113F-HRTimeline
WHITTIER TRUST CO14,200$1.01M0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,971$996K0.04%-17413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC13,906$991K0.08%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,680$975K0.03%+6,46013F-HRTimelineGroup
Perigon Wealth Management, LLC13,376$953K0.02%+34513F-HRTimeline
Running Point Capital Advisors, LLC13,327$950K0.26%+59113F-HRTimeline
WESPAC Advisors, LLC13,240$943K0.66%+2413F-HRTimeline
Key Financial Inc13,202$941K0.19%+95413F-HRTimeline
Foundations Investment Advisors, LLC13,141$936K0.01%-217,48513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,090$933K0.16%013F-HRTimeline
IFG Advisory, LLC13,066$931K0.05%+9,56113F-HRTimeline
Kera Capital Partners, Inc.12,891$919K0.18%013F-HRTimeline
BALANCED WEALTH GROUP LLC12,699$906K0.39%-2313F-HRTimeline
CWM, LLCin group CWM, LLC12,430$886K<0.01%-3,20513F-HRTimelineGroup
IEQ CAPITAL, LLC12,419$885K0.01%+1913F-HRTimeline
Capital Asset Advisory Services LLC12,287$881K0.04%-88213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,287$876K0.02%-88213F-HRTimeline
SteelPeak Wealth, LLC12,277$875K0.03%-27913F-HRTimeline
SlateStone Wealth, LLC12,237$872K0.08%-67713F-HRTimeline
Retireful, LLC12,132$865K0.6%+5,52613F-HRTimeline
Evernest Financial Advisors, LLC12,050$859K0.28%013F-HRTimeline
Crescent Grove Advisors, LLC12,035$858K0.08%013F-HRTimeline
Redwood Financial Network Corp12,001$855K0.58%+1,02613F-HRTimeline
Wealth Group Ltd11,930$850K0.22%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.11,923$850K0.46%013F-HRTimeline
World Investment Advisors11,900$848K0.02%+1,56113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,882$847K<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC11,834$838K0.1%-8,15813F-HR/ATimeline
NWAM LLC11,734$838K0.05%+28913F-HR/ATimeline
Serenus Wealth Advisors, LLC11,674$832K0.14%+1,22713F-HRTimeline
HBW ADVISORY SERVICES LLC11,593$826K0.1%+70113F-HRTimeline
BCGM Wealth Management, LLC11,477$818K0.23%-1,55313F-HRTimeline
Trivium Point Advisory, LLC11,366$810K0.09%-2413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,242$801K0.01%+1,24713F-HRTimelineGroup
Sovran Advisors, LLC11,175$800K0.08%-10,75613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,227$800K<0.01%+5,37313F-HRTimelineGroup
Foster Group, Inc.11,183$797K0.03%new13F-HRTimeline
Horizon Family Wealth, Inc.11,173$796K0.49%new13F-HRTimeline
Symphony Financial Services, Inc.11,013$785K0.47%+24213F-HRTimeline
Dupree Financial Group, LLC11,008$784K0.31%-15713F-HRTimeline
Betterment LLC10,969$782K<0.01%+4,13113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC10,855$774K0.73%+1,27113F-HRTimeline
Centerpoint Advisory Group10,774$768K0.67%+1,62513F-HRTimeline
Chicago Partners Investment Group LLC10,330$749K0.02%+1,31313F-HRTimeline
Ridgeline Wealth Planning, LLC10,457$745K0.61%-28713F-HRTimeline
Rothschild Wealth LLC10,448$745K0.18%new13F-HRTimeline
Beacon Pointe Advisors, LLC10,429$743K0.01%-2,07113F-HRTimeline
HB Wealth Management, LLC10,362$738K0.01%+98113F-HRTimeline
Glenview Trust Co10,356$738K0.01%+9813F-HRTimeline
MADDEN SECURITIES Corp10,284$733K0.25%-9,90813F-HRTimeline
Promus Capital, LLC10,270$732K0.48%+313F-HR/ATimeline
Beacon Bridge Wealth Partners, LLC10,174$725K0.29%+95013F-HRTimeline
PFG Advisors10,148$723K0.03%+11113F-HRTimeline
Glen Eagle Advisors, LLC10,131$722K0.11%-90713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,087$719K<0.01%-68813F-HRTimelineGroup
Ethos Financial Group, LLC10,056$717K0.06%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,021$714K0.29%+25213F-HRTimeline
Tortoise Investment Management, LLC10,001$713K0.07%-2,30013F-HRTimeline
Lunt Capital Management, Inc.9,803$699K0.27%+7913F-HRTimeline
WJ Wealth Management, LLC9,656$688K0.22%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,506$677K<0.01%+13213F-HRTimelineGroup
Activest Wealth Management9,465$674K0.16%new13F-HRTimeline
Olistico Wealth, LLC9,461$674K0.37%-2313F-HRTimeline
Verdence Capital Advisors LLC9,315$664K0.05%+113F-HRTimeline
Strategic Investment Advisors / MI9,276$661K0.06%-43013F-HRTimeline
Aspire Capital Advisors LLC9,215$657K0.18%-8,63413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,201$656K<0.01%+8,00113F-HRTimeline
Integrated Wealth Concepts LLC9,200$656K0.01%+19213F-HRTimeline
Reyes Financial Architecture, Inc.9,152$652K0.56%013F-HRTimeline
One Capital Management, LLC9,119$650K0.02%+60913F-HRTimeline
Optivise Advisory Services LLC9,047$645K0.33%+3,72213F-HRTimeline
Hibernia Wealth Partners, LLC9,032$644K0.23%+3,32413F-HRTimeline
Avidian Wealth Enterprises, LLC8,983$640K0.03%-5113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8,906$635K0.24%013F-HRTimeline
AE Wealth Management LLC8,812$628K<0.01%+2,18013F-HRTimeline
Commonwealth Financial Services, LLC8,811$628K0.12%new13F-HRTimeline
Crossmark Global Holdings, Inc.8,710$622K0.01%-1,03713F-HRTimeline
PINNACLE ASSOCIATES LTD8,653$617K0.01%-49613F-HRTimeline
Harbor Asset Planning, Inc.8,517$607K0.58%13F-HRTimeline
Trinity Wealth Management, LLC8,509$606K0.24%+4,62713F-HRTimeline
Clearstead Advisors, LLC8,481$604K0.01%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,268$598K+484Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,343$595K0.02%+7413F-HRTimelineGroup
WealthBridge Capital Management, LLC8,336$594K0.15%-15013F-HRTimeline
Sequoia Financial Advisors, LLC8,253$588K<0.01%-21013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,192$584K0.02%-63013F-HRTimelineGroup