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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

669 managers (679 13F filers) reported a position in SPHQ shares at 2025-09-30, 136,073,208 shares in all. 62 filers opened a position and 47 filers sold out during the quarter.

Managers
669
13F filers
679
New
62
Added
279
Reduced
199
Sold out
47
Shares held by filers
136,073,208

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WEST MICHIGAN ADVISORS, LLC39,189$2.87M0.69%-26,52313F-HRTimeline
Astoria Portfolio Advisors LLC.38,538$2.85M0.75%-51413F-HRTimeline
Crestwood Advisors Group, LLC38,484$2.82M0.05%-1,18813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…38,084$2.79M0.01%+1,15313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…37,486$2.75M0.08%+37,47913F-HRTimelineGroup
BURNS J W & CO INC/NY37,418$2.74M0.31%+1,92013F-HRTimeline
Generation Capital Management LLC36,844$2.7M1.96%+2,65413F-HRTimeline
Farther Finance Advisors, LLC35,810$2.62M0.04%+32,50413F-HRTimeline
MONECO ADVISORS, LLC35,697$2.62M0.22%-65613F-HRTimeline
Kentucky Trust Co35,315$2.59M1.4%-11513F-HRTimeline
United Community Bankin group United Community Bank35,250$2.58M0.8%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC35,163$2.58M0.07%+16813F-HRTimeline
Heritage Wealth Advisors34,774$2.55M0.11%new13F-HRTimeline
Family Capital Management, Inc.34,762$2.55M1.22%+7,84613F-HRTimeline
Integrity Financial Corp /WA34,738$2.55M1.22%-71,28713F-HRTimeline
Wisconsin Wealth Advisors, LLC34,690$2.54M2.42%+3,47313F-HRTimeline
Alpha Cubed Investments, LLC34,662$2.54M0.09%-4,58513F-HRTimeline
Northwest Financial Advisors34,370$2.52M3.24%-87413F-HRTimeline
Mayfair Advisory Group, LLC33,827$2.48M1.06%+25313F-HRTimeline
RVW Wealth, LLC32,852$2.41M0.19%+413F-HRTimeline
MEMBERS WEALTH LLC32,632$2.41M1.52%13F-HRTimeline
Fiduciary Alliance LLC32,228$2.36M0.16%+4,46913F-HRTimeline
Fragasso Financial Advisors Inc31,677$2.34M0.15%+15713F-HRTimeline
D.A. DAVIDSON & CO.31,855$2.33M0.01%+10,45613F-HRTimeline
Intrua Financial, LLC31,635$2.32M0.27%-54913F-HRTimeline
Legacy Financial Advisors, Inc.31,048$2.28M0.31%+2,98513F-HRTimeline
GHP Investment Advisors, Inc.30,425$2.23M0.09%-78213F-HRTimeline
TD Waterhouse Canada Inc.29,604$2.19M0.01%-31513F-HRTimeline
Capital Advisors, Ltd. LLC29,574$2.17M0.24%+74513F-HRTimeline
Richmond Investment Services, LLC29,311$2.15M0.4%+3,05513F-HRTimeline
Bell Bank29,049$2.13M0.09%+2,76213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…28,493$2.09M0.03%+1,11313F-HRTimelineGroup
Institute for Wealth Management, LLC.28,368$2.08M0.22%+113F-HRTimeline
Visionary Wealth Advisors28,308$2.07M0.1%+5,40113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.28,297$2.07M0.76%+34513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,243$2.07M0.04%-1,76813F-HRTimelineGroup
Meridian Financial Advisors, LLC26,753$1.96M1.1%+52713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,353$1.93M<0.01%+11,74113F-HRTimeline
POTENTIA WEALTH25,805$1.89M0.72%new13F-HRTimeline
Resurgent Financial Advisors LLC25,800$1.89M0.93%+85513F-HRTimeline
SAXON INTERESTS, INC.26,075$1.89M0.74%new13F-HRTimeline
Vise Technologies, Inc.25,557$1.87M0.07%-49,14213F-HRTimeline
Beacon Pointe Advisors, LLC25,440$1.86M0.02%+15,01113F-HRTimeline
&PARTNERS25,293$1.85M0.01%+2,73413F-HRTimeline
SYNOVUS FINANCIAL CORP25,155$1.84M0.02%+3,37713F-HRTimeline
GREENWOOD GEARHART LLC25,143$1.84M0.11%013F-HRTimeline
DAVENPORT & Co LLC25,022$1.83M0.01%+39413F-HRTimeline
World Investment Advisors24,138$1.77M0.04%+12,23813F-HRTimeline
HF Advisory Group, LLC23,994$1.76M0.65%+1,16113F-HRTimeline
Sequoia Financial Advisors, LLC23,934$1.75M0.01%+15,68113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,596$1.73M<0.01%+8,67213F-HRTimelineGroup
Platform Technology Partners23,311$1.71M0.41%+1,54413F-HRTimeline
Disciplined Investors, L.L.C.23,190$1.7M1.21%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,975$1.68M<0.01%+11,74813F-HRTimelineGroup
TAGStone Capital, Inc.22,780$1.67M0.66%+4,83313F-HRTimeline
MATHER GROUP, LLC.22,664$1.66M0.02%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV22,496$1.65M0.17%-1,323,10613F-HRTimeline
HHM Wealth Advisors, LLC22,476$1.65M0.19%013F-HRTimeline
WESPAC Advisors, LLC22,404$1.64M0.96%+9,16413F-HRTimeline
Gladstone Institutional Advisory LLC22,328$1.64M0.06%-88013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,701$1.63M0.13%013F-HRTimeline
Glass Jacobson Investment Advisors llc22,074$1.62M0.59%+48513F-HRTimeline
STOCK YARDS BANK & TRUST CO22,066$1.62M0.05%+17,57113F-HRTimeline
Integrated Wealth Concepts LLC22,042$1.62M0.01%+12,84213F-HRTimeline
Tempus Wealth Planning, LLC21,758$1.59M0.37%-16,25913F-HRTimeline
Silicon Valley Capital Partners21,395$1.57M0.15%+10313F-HRTimeline
Vermillion & White Wealth Management Gr…21,339$1.56M0.89%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI21,299$1.56M0.09%+15,22013F-HRTimeline
Breakwater Capital Group21,269$1.56M0.23%+4,28313F-HRTimeline
Advisory Services Network, LLC21,255$1.56M0.02%-20113F-HRTimeline
Bawa N Mallick Trust21,070$1.54M0.58%013F-HRTimeline
VestGen Advisors, LLC21,048$1.54M0.05%-46613F-HRTimeline
Patriot Financial Group Insurance Agenc…20,956$1.54M0.2%+94313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.20,761$1.52M<0.01%+14,90413F-HRTimelineGroup
ERn Financial, LLC20,690$1.52M0.3%+24413F-HRTimeline
Sage Investment Counsel LLC20,667$1.51M1.68%+1,92413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,616$1.51M0.03%+1,23413F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT20,409$1.5M0.17%+11113F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …20,180$1.48M0.24%+1,40013F-HRTimeline
Owen LaRue, LLC19,648$1.44M0.57%-29,26213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,321$1.42M<0.01%+7,43913F-HRTimelineGroup
Intelligence Driven Advisers, LLC19,260$1.41M0.2%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18,938$1.39M0.02%+33213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC18,749$1.39M0.03%013F-HRTimeline
Wingate Wealth Advisors, Inc.18,865$1.38M0.96%+3,86613F-HRTimeline
Basepoint Wealth LLC18,818$1.38M0.98%-1,51113F-HRTimeline
Investors Research Corp18,678$1.37M0.25%+1,04213F-HRTimeline
NorthCrest Asset Manangement, LLC18,357$1.35M0.03%+1,81513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC18,285$1.34M0.24%-1,05213F-HRTimeline
WEDBUSH SECURITIES INC17,837$1.31M0.04%+31313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,794$1.3M0.09%-43,08513F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.17,723$1.3M0.63%-74913F-HRTimeline
Financial Engines Advisors L.L.C.17,681$1.3M<0.01%-1,14713F-HRTimeline
Sage Capital Management, LLC17,658$1.29M0.58%-32713F-HRTimeline
Delta Wealth Advisors LLC17,645$1.29M1.01%+2,72813F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC17,564$1.29M0.21%+413F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC17,357$1.27M0.01%-70413F-HRTimeline
HM PAYSON & CO17,145$1.26M0.02%-72213F-HRTimeline
BRIGHTON JONES LLC17,013$1.25M0.03%+10,10213F-HRTimeline
Sagace Wealth Management LLC16,911$1.24M0.84%-13,31213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding16,902$1.24M-1,933Timeline
M Holdings Securities, Inc.16,796$1.23M0.26%-57013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,779$1.23M<0.01%-1,142,26013F-HRTimelineGroup
Retireful, LLC18,303$1.23M1.18%+6,17113F-HRTimeline
5T Wealth, LLC16,498$1.21M0.53%+213F-HRTimeline
Kovack Advisors, Inc.16,004$1.17M0.11%-2,05613F-HRTimeline
SIGNATUREFD, LLC15,716$1.15M0.02%013F-HRTimeline
Stonehearth Capital Management, LLC15,665$1.15M0.44%013F-HRTimeline
Glen Eagle Advisors, LLC15,657$1.15M0.16%+5,52613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,645$1.15M<0.01%+25113F-HRTimelineGroup
Centerpoint Advisory Group15,644$1.15M0.89%+4,87013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV15,635$1.15M0.53%+83013F-HRTimeline
Geneos Wealth Management Inc.15,609$1.14M0.03%-2,26613F-HRTimeline
Advance Capital Management, Inc.15,585$1.14M0.05%+1,37113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding15,348$1.13M+7,080Timeline
Redwood Financial Network Corp15,089$1.11M0.7%+3,08813F-HRTimeline
Legacy Advisors, LLC15,000$1.1M0.14%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department14,882$1.09M0.29%013F-HRTimelineGroup
UPTICK PARTNERS, LLC14,789$1.08M0.28%-93913F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC14,705$1.08M0.51%+4013F-HRTimeline
MTM FINANCIAL GROUP, LLC14,690$1.08M0.53%new13F-HRTimeline
Total Clarity Wealth Management, Inc.14,688$1.08M0.29%-12,59213F-HRTimeline
Fiscal Wisdom Wealth Management, LLC14,521$1.07M1.02%13F-HRTimeline
Compound Planning, Inc.14,418$1.06M0.03%-20713F-HRTimeline
CWM, LLCin group CWM, LLC14,397$1.05M<0.01%+1,96713F-HRTimelineGroup
Key Financial Inc14,245$1.05M0.19%+1,04313F-HRTimeline
WHITTIER TRUST CO14,200$1.05M0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,066$1.03M0.03%+38613F-HRTimelineGroup
IFG Advisory, LLC13,508$990K0.05%+44213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,449$986K0.01%+2,20713F-HRTimelineGroup
Perigon Wealth Management, LLC13,161$965K0.02%-21513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,090$959K0.16%013F-HRTimeline
Sunbelt Securities, Inc.13,077$958K0.07%+12,53813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,006$953K0.06%-90013F-HRTimeline
Kera Capital Partners, Inc.12,891$945K0.14%013F-HRTimeline
IEQ CAPITAL, LLC12,814$939K<0.01%+39513F-HRTimeline
Running Point Capital Advisors, LLC12,797$938K0.25%-53013F-HRTimeline
BCS Wealth Management12,514$917K0.21%+5,07613F-HRTimeline
Capital Asset Advisory Services LLC12,468$914K0.04%+18113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,468$914K0.02%+18113F-HRTimeline
Ridgeline Wealth Planning, LLC12,467$914K0.69%+2,01013F-HRTimeline
BALANCED WEALTH GROUP LLC12,699$911K0.4%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,178$893K<0.01%-3,35713F-HRTimelineGroup
Betterment LLC12,167$892K<0.01%+1,19813F-HRTimeline
SteelPeak Wealth, LLC12,055$884K0.03%-22213F-HRTimeline
Evernest Financial Advisors, LLC12,050$883K0.25%013F-HRTimeline
Crescent Grove Advisors, LLC12,035$882K0.08%013F-HRTimeline
OneDigital Investment Advisors LLC11,965$877K0.01%+8,49913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.11,923$874K0.45%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,915$873K<0.01%+2,40913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,837$869K0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd11,681$856K0.02%new13F-HRTimeline
Tortoise Investment Management, LLC11,664$855K0.08%+1,66313F-HRTimeline
SlateStone Wealth, LLC11,631$852K0.07%-60613F-HRTimeline
Next Capital Management LLC11,608$851K0.28%-3,01313F-HRTimeline
Dupree Financial Group, LLC11,393$835K0.32%+38513F-HRTimeline
Horizon Family Wealth, Inc.11,207$821K0.47%+3413F-HRTimeline
HBW ADVISORY SERVICES LLC11,198$821K0.09%-39513F-HRTimeline
Symphony Financial Services, Inc.11,190$820K0.44%+17713F-HRTimeline
Chicago Partners Investment Group LLC10,938$816K0.02%+60813F-HRTimeline
Foster Group, Inc.11,127$815K0.03%-5613F-HRTimeline
Trivium Point Advisory, LLC11,000$806K0.08%-36613F-HRTimeline
Quantinno Capital Management LP10,913$800K<0.01%+3,84313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC10,865$796K0.68%+1013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,741$787K<0.01%+1,54013F-HRTimeline
BCGM Wealth Management, LLC10,677$783K0.2%-80013F-HRTimeline
NWAM LLC10,470$777K0.04%-1,26413F-HR/ATimeline
HB Wealth Management, LLC10,602$777K0.01%+24013F-HRTimeline
Sovran Advisors, LLC10,423$773K0.07%-75213F-HRTimeline
Rothschild Wealth LLC10,469$767K0.17%+2113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…10,448$766K0.34%-42,99413F-HRTimeline
Wealth Group Ltd10,402$762K0.18%-1,52813F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,324$761K0.27%+30313F-HRTimeline
Beacon Bridge Wealth Partners, LLC10,358$759K0.27%+18413F-HRTimeline
MADDEN SECURITIES Corp10,284$754K0.23%013F-HRTimeline
Glenview Trust Co10,258$752K0.01%-9813F-HRTimeline
Steele Capital Management, Inc.10,074$738K0.03%-10,19813F-HRTimeline
Foundations Investment Advisors, LLC9,870$723K0.01%-3,27113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,850$722K<0.01%-23713F-HRTimelineGroup
Regal Investment Advisors LLC9,848$722K0.05%+6,05313F-HRTimeline
Lunt Capital Management, Inc.9,803$718K0.27%013F-HRTimeline
WBH ADVISORY INC9,789$717K0.05%new13F-HRTimeline
Optivise Advisory Services LLC9,765$716K0.43%+71813F-HRTimeline
Trinity Wealth Management, LLC9,724$713K0.27%+1,21513F-HRTimeline
AE Wealth Management LLC9,663$708K<0.01%+85113F-HRTimeline
PFG Advisors9,570$701K0.03%-57813F-HRTimeline
Verdence Capital Advisors LLC9,282$696K0.04%-3313F-HRTimeline
Strategic Investment Advisors / MI505$681K0.08%-8,77113F-HR/ATimeline
Reyes Financial Architecture, Inc.9,152$671K0.46%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,955$656K0.02%-2813F-HRTimeline
Alta Wealth Advisors LLC8,932$655K0.23%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8,906$653K0.22%013F-HRTimeline
AMERIFLEX GROUP, INC.8,776$643K0.24%+8,07613F-HRTimeline
Invst, LLC8,711$638K0.07%+5,80813F-HRTimeline
Harbor Asset Planning, Inc.8,542$626K0.56%+2513F-HRTimeline
Crossmark Global Holdings, Inc.8,537$626K0.01%-17313F-HRTimeline
Clearstead Advisors, LLC8,481$622K0.01%013F-HRTimeline
Olistico Wealth, LLC8,458$620K0.33%-1,00313F-HRTimeline
WealthBridge Capital Management, LLC8,336$611K0.14%013F-HRTimeline
PINNACLE ASSOCIATES LTD8,323$610K0.01%-33013F-HRTimeline