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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

703 managers (715 13F filers) reported a position in SPHQ shares at 2025-12-31, 133,494,097 shares in all. 47 filers opened a position and 48 filers sold out during the quarter.

Managers
703
13F filers
715
New
47
Added
264
Reduced
227
Sold out
48
Shares held by filers
133,494,097

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PFG Investments, LLC50,384$3.78M0.18%+4,43613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP50,323$3.78M0.21%+10,16413F-HRTimeline
Verum Partners LLC50,256$3.77M0.76%+14113F-HRTimeline
LMCG INVESTMENTS, LLC50,112$3.76M0.21%+29613F-HRTimeline
FSA WEALTH PARTNERS, INC.49,743$3.73M1.34%-4,74813F-HRTimeline
Capital Developers, LLC49,576$3.72M3.33%13F-HRTimeline
Prospera Financial Services Inc49,278$3.7M0.06%+41,74913F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding49,129$3.69M+223Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.48,549$3.64M0.15%+2,38613F-HRTimeline
IFP Advisors, Inc47,670$3.58M0.08%+1,61013F-HRTimeline
Family Capital Management, Inc.47,383$3.56M1.58%+12,62113F-HRTimeline
XY Planning Network, Inc.47,251$3.55M0.62%new13F-HRTimeline
Fortune Financial Group, Inc.45,809$3.44M3.38%13F-HRTimeline
Farther Finance Advisors, LLC45,788$3.44M0.04%+9,97813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…45,480$3.41M1%-95513F-HRTimeline
J.W. COLE ADVISORS, INC.51,130$3.38M0.08%+1,91413F-HRTimeline
United Community Bankin group United Community Bank44,685$3.35M1.27%+9,43513F-HRTimelineGroup
DBK Financial Counsel, LLC44,562$3.34M2.57%+12713F-HRTimeline
PRIVATE TRUST CO NA44,495$3.34M0.29%+2,47713F-HRTimeline
GC Wealth Management RIA, LLC42,665$3.2M0.12%-4,15113F-HRTimeline
Capital Advisors, Ltd. LLC42,599$3.2M0.36%+13,02513F-HRTimeline
Fortis Group Advisors, LLC41,225$3.19M0.54%-17,71613F-HRTimeline
Gotham Asset Management, LLC42,473$3.19M0.01%+39,13113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…42,344$3.18M0.01%+4,26013F-HRTimelineGroup
Steward Partners Investment Advisory, L…42,333$3.18M0.02%-243,49413F-HRTimeline
Northwest Financial Advisors41,446$3.11M6.4%+7,07613F-HRTimeline
Generation Capital Management LLC40,602$3.05M1.98%+3,75813F-HRTimeline
Compass Financial Group, Inc. (Ohio)39,085$2.93M2.15%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC38,666$2.9M0.67%-52313F-HRTimeline
BURNS J W & CO INC/NY38,042$2.86M0.32%+62413F-HRTimeline
Wisconsin Wealth Advisors, LLC38,037$2.85M2.8%+3,34713F-HRTimeline
Astoria Portfolio Advisors LLC.34,686$2.76M0.63%-3,85213F-HRTimeline
D.A. DAVIDSON & CO.35,327$2.65M0.02%+3,47213F-HRTimeline
Kentucky Trust Co35,215$2.64M1.4%-10013F-HRTimeline
Dynamic Advisor Solutions LLC35,021$2.63M0.08%-14213F-HRTimeline
Fiduciary Alliance LLC34,565$2.59M0.17%+2,33713F-HRTimeline
Legacy Financial Advisors, Inc.34,231$2.57M0.36%+3,18313F-HRTimeline
UPTICK PARTNERS, LLC33,876$2.54M0.54%+19,08713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,239$2.49M<0.01%+10,26413F-HRTimelineGroup
MONECO ADVISORS, LLC33,018$2.48M0.2%-2,67913F-HRTimeline
HighPoint Advisor Group LLC32,550$2.44M0.05%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC32,112$2.41M<0.01%+15,33313F-HRTimelineGroup
Alpha Cubed Investments, LLC32,090$2.41M0.08%-2,57213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,079$2.41M<0.01%new13F-HRTimelineGroup
Intrua Financial, LLC31,969$2.4M0.26%+33413F-HRTimeline
Fragasso Financial Advisors Inc31,531$2.37M0.14%-14613F-HRTimeline
Beacon Pointe Advisors, LLC31,468$2.36M0.02%+6,02813F-HRTimeline
TAGStone Capital, Inc.30,420$2.28M0.85%+7,64013F-HRTimeline
RVW Wealth, LLC30,364$2.28M0.17%-2,48813F-HRTimeline
Visionary Wealth Advisors30,343$2.28M0.1%+2,03513F-HRTimeline
Bell Bank30,216$2.27M0.1%+1,16713F-HRTimeline
Crestwood Advisors Group, LLC30,210$2.27M0.04%-8,27413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.30,167$2.26M0.8%+1,87013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …30,002$2.25M0.02%13F-HR/ATimelineGroup
BCS Wealth Management29,952$2.25M0.23%+17,43813F-HRTimeline
MATHER GROUP, LLC.29,784$2.24M0.02%+7,12013F-HRTimeline
GHP Investment Advisors, Inc.29,738$2.23M0.09%-68713F-HRTimeline
Mayfair Advisory Group, LLC29,541$2.23M0.87%-4,28613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC29,565$2.22M0.02%-71,09513F-HRTimelineGroup
Platform Technology Partners28,820$2.16M0.46%+5,50913F-HRTimeline
Integrity Financial Corp /WA28,313$2.12M1.08%-6,42513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI28,148$2.11M0.12%+6,84913F-HRTimeline
Meridian Financial Advisors, LLC27,680$2.08M1.13%+92713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,666$2.08M0.04%-57713F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC27,183$2.04M0.03%new13F-HRTimelineGroup
MEMBERS WEALTH LLC26,262$2.03M1.27%-6,37013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.26,766$2.01M<0.01%+6,00513F-HRTimelineGroup
Resurgent Financial Advisors LLC26,655$2M1%+85513F-HRTimeline
Richmond Investment Services, LLC26,378$1.98M0.34%-2,93313F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC26,361$1.98M1.41%13F-HRTimeline
IFG Advisory, LLC26,243$1.97M0.09%+12,73513F-HRTimeline
&PARTNERS26,150$1.96M0.01%+85713F-HRTimeline
Silicon Valley Capital Partners26,046$1.95M0.18%+4,65113F-HRTimeline
TD Waterhouse Canada Inc.25,988$1.95M0.01%-3,61613F-HRTimeline
AssuredPartners Investment Advisors, LLC25,629$1.92M0.29%+21,35713F-HRTimeline
Institute for Wealth Management, LLC.25,112$1.88M0.2%-3,25613F-HRTimeline
HF Advisory Group, LLC24,833$1.86M0.65%+83913F-HR/ATimeline
DAVENPORT & Co LLC24,830$1.86M0.01%-19213F-HRTimeline
POTENTIA WEALTH24,763$1.86M0.68%-1,04213F-HRTimeline
World Investment Advisors24,612$1.85M0.03%+47413F-HR/ATimeline
Chicago Partners Investment Group LLC23,669$1.82M0.04%+12,73113F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …23,980$1.8M0.24%+3,80013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,596$1.77M<0.01%013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…23,275$1.75M0.21%+2,31913F-HRTimeline
Disciplined Investors, L.L.C.23,190$1.74M1.14%013F-HRTimeline
ERn Financial, LLC22,602$1.7M0.32%+1,91213F-HRTimeline
HHM Wealth Advisors, LLC22,476$1.69M0.2%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV22,303$1.67M0.13%-19313F-HRTimeline
Hershey Financial Advisers, LLC21,971$1.65M1.39%new13F-HRTimeline
Wingate Wealth Advisors, Inc.21,940$1.65M0.92%+3,07513F-HRTimeline
HM PAYSON & CO21,737$1.63M0.02%+4,59213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,655$1.63M0.11%-1,04613F-HRTimeline
Vermillion & White Wealth Management Gr…21,339$1.6M0.87%013F-HRTimeline
Sage Investment Counsel LLC21,203$1.59M1.75%+53613F-HRTimeline
Glass Jacobson Investment Advisors llc21,166$1.59M0.57%-90813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,119$1.58M<0.01%-5,23413F-HRTimeline
Bawa N Mallick Trust21,070$1.58M0.59%013F-HRTimeline
Advisory Services Network, LLC21,067$1.58M0.02%-18813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,834$1.56M0.17%+42513F-HRTimeline
Tempus Wealth Planning, LLC20,708$1.55M0.36%-1,05013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding20,625$1.55M+3,061Timeline
Bauman Advisory Group, LLC20,269$1.52M1.23%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,252$1.52M0.03%-36413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.20,225$1.52M0.02%+1,28713F-HRTimelineGroup
Larson Financial Group LLC20,097$1.51M0.05%+16,59013F-HRTimeline
MTM FINANCIAL GROUP, LLC20,008$1.5M0.72%+5,31813F-HRTimeline
NorthCrest Asset Manangement, LLC19,465$1.48M0.03%+1,10813F-HRTimeline
BNB Wealth Management, LLC19,666$1.48M0.95%13F-HRTimeline
WEDBUSH SECURITIES INC19,463$1.46M0.04%+1,62613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,749$1.45M0.03%013F-HRTimeline
GREENWOOD GEARHART LLC19,293$1.45M0.08%-5,85013F-HRTimeline
Intelligence Driven Advisers, LLC19,260$1.45M0.21%013F-HRTimeline
Centerpoint Advisory Group19,259$1.45M1.11%+3,61513F-HRTimeline
Delta Wealth Advisors LLC19,002$1.43M1.19%+1,35713F-HRTimeline
Basepoint Wealth LLC18,846$1.41M0.86%+2813F-HRTimeline
Investors Research Corp18,630$1.4M0.26%-4813F-HRTimeline
Gladstone Institutional Advisory LLC18,451$1.38M0.05%-3,87713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC18,208$1.37M0.01%+85113F-HRTimeline
CWM, LLCin group CWM, LLC18,117$1.36M<0.01%+3,72013F-HRTimelineGroup
Kovack Advisors, Inc.18,108$1.36M0.06%+2,10413F-HR/ATimeline
Breakwater Capital Group18,099$1.36M0.19%-3,17013F-HRTimeline
M Holdings Securities, Inc.18,018$1.35M0.1%+1,22213F-HRTimeline
Financial Engines Advisors L.L.C.17,892$1.34M<0.01%+21113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK17,538$1.32M0.01%+12,98813F-HRTimelineGroup
Sage Capital Management, LLC17,480$1.31M0.61%-17813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,475$1.31M0.02%-11,01813F-HRTimelineGroup
TSG Advice Partners, LLC16,634$1.25M0.19%13F-HRTimeline
Sagace Wealth Management LLC16,564$1.24M0.85%-34713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding16,545$1.24M-357Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding15,968$1.24M+620Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV16,435$1.23M0.56%+80013F-HRTimeline
Key Financial Inc16,326$1.23M0.22%+2,08113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,284$1.22M<0.01%+63913F-HRTimelineGroup
Owen LaRue, LLC15,694$1.18M0.45%-3,95413F-HRTimeline
Stonehearth Capital Management, LLC15,605$1.17M0.43%-6013F-HRTimeline
Geneos Wealth Management Inc.15,409$1.16M0.03%-20013F-HRTimeline
Integrated Wealth Concepts LLC15,302$1.15M0.01%-6,74013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC15,168$1.14M1.07%+64713F-HRTimeline
Advance Capital Management, Inc.15,084$1.13M0.05%-50113F-HRTimeline
SIGNATUREFD, LLC15,049$1.13M0.02%-66713F-HRTimeline
Legacy Advisors, LLC15,000$1.13M0.12%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,942$1.12M<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department14,882$1.12M0.29%013F-HRTimelineGroup
Bath Savings Trust Co14,876$1.12M0.11%+9,41413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC14,667$1.1M0.5%-3813F-HRTimeline
WHITTIER TRUST CO14,200$1.1M0.01%013F-HRTimeline
Compound Planning, Inc.14,556$1.09M0.03%+13813F-HRTimeline
Foundry Financial LLC14,480$1.09M0.57%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.14,426$1.08M0.35%+4,10213F-HRTimeline
5T Wealth, LLC14,342$1.08M0.43%-2,15613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,230$1.07M0.03%+16413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management14,025$1.05M0.01%+57613F-HRTimelineGroup
IEQ CAPITAL, LLC13,926$1.05M<0.01%+1,11213F-HRTimeline
Total Clarity Wealth Management, Inc.13,812$1.04M0.25%-87613F-HRTimeline
Curtis Advisory Group, LLC13,673$1.03M0.22%+6,50013F-HRTimeline
FOCUSED ALPHA, LLC13,626$1.02M0.3%13F-HRTimeline
Sovran Advisors, LLC13,116$1.02M0.09%+2,69313F-HRTimeline
WIN ADVISORS, INC13,466$1.01M0.43%new13F-HRTimeline
Sherman Wealth Management LLC13,366$1M0.87%13F-HR/ATimeline
Kera Capital Partners, Inc.12,891$998K0.12%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,237$993K0.04%-4,55713F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.13,155$987K0.48%-4,56813F-HRTimeline
Horizon Family Wealth, Inc.13,135$986K0.52%+1,92813F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC13,090$982K0.16%013F-HRTimeline
Advanced Asset Management Advisors Inc13,083$982K0.27%+9,17813F-HRTimeline
Optivise Advisory Services LLC12,825$962K0.55%+3,06013F-HRTimeline
Evernest Financial Advisors, LLC12,050$961K0.2%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,806$961K0.05%-20013F-HRTimeline
Perigon Wealth Management, LLC12,738$956K0.02%-42313F-HRTimeline
Redwood Financial Network Corp12,677$951K0.61%-2,41213F-HRTimeline
BALANCED WEALTH GROUP LLC12,705$937K0.34%+613F-HRTimeline
Running Point Capital Advisors, LLC12,391$930K0.25%-40613F-HRTimeline
Crescent Grove Advisors, LLC12,035$903K0.09%013F-HRTimeline
OneDigital Investment Advisors LLC11,968$898K0.01%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,924$895K<0.01%+913F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.11,923$895K0.44%013F-HRTimeline
Tortoise Investment Management, LLC11,846$889K0.08%+18213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,793$886K0.01%-4413F-HRTimelineGroup
SlateStone Wealth, LLC11,651$874K0.07%+2013F-HRTimeline
Next Capital Management LLC11,608$871K0.28%013F-HRTimeline
NWAM LLC11,145$861K0.05%+67513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,379$854K<0.01%-79913F-HRTimelineGroup
Waldron Private Wealth LLC11,368$853K0.03%new13F-HRTimeline
Symphony Financial Services, Inc.11,367$853K0.44%+17713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,305$848K<0.01%+1,45513F-HRTimelineGroup
Capital Asset Advisory Services LLC10,916$843K0.03%-1,55213F-HRTimeline
Sunbelt Securities, Inc.11,143$836K0.06%-1,93413F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC11,104$833K0.66%+23913F-HRTimeline
Arax Advisory Partners11,094$833K0.02%new13F-HRTimeline
Foster Group, Inc.11,087$832K0.03%-4013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,008$826K0.02%+5,23713F-HRTimeline
Trivium Point Advisory, LLC11,000$826K0.08%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,997$825K<0.01%+25613F-HRTimeline
AE Wealth Management LLC10,932$820K<0.01%+1,26913F-HRTimeline
Dupree Financial Group, LLC10,927$820K0.3%-46613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,916$819K0.01%-1,55213F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…10,715$804K0.03%+3,31013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC10,708$804K0.09%-49013F-HRTimeline
BCGM Wealth Management, LLC10,677$801K0.2%013F-HRTimeline
Waverly Advisors, LLC10,556$792K0.01%+4,67013F-HRTimeline