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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
True North Advisors, LLC6,278$416K0.07%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,234$414K0.06%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,231$413K0.19%013F-HRTimeline
Sage Investment Counsel LLC6,186$410K0.52%+1,84213F-HRTimeline
CFO4Life Group, LLC6,152$408K0.07%013F-HRTimeline
Guardian Asset Advisors, LLC6,109$405K0.26%+5713F-HRTimeline
Intrepid Financial Planning Group LLC5,963$396K0.18%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,857$389K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,854$388K<0.01%+1,98313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC5,852$388K0.01%new13F-HRTimeline
Bank of Marin5,793$384K0.49%+40413F-HRTimeline
AEGON USA Investment Management, LLC5,725$380K0.3%013F-HRTimeline
Hibernia Wealth Partners, LLC5,708$379K0.27%-3,93213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,699$378K0.05%+27713F-HRTimelineGroup
Wick Capital Partners, LLC5,693$378K0.11%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,692$378K0.02%-59313F-HRTimeline
Trek Financial, LLC5,677$377K0.03%+16913F-HRTimeline
Bedel Financial Consulting, Inc.5,634$375K0.05%new13F-HRTimeline
NOVEM GROUP5,646$375K0.05%+1213F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,597$371K0.01%+82213F-HRTimeline
Atria Investments, Inc5,587$371K<0.01%-11,49013F-HRTimeline
Signal Advisors Wealth, LLC5,580$370K0.04%-82613F-HRTimeline
Aptus Capital Advisors, LLC5,578$370K<0.01%-1,25713F-HRTimeline
Gateway Wealth Partners, LLC5,551$368K0.08%+15213F-HRTimeline
FSA WEALTH PARTNERS, INC.5,530$367K0.14%-36113F-HRTimeline
Biltmore Family Office, LLC5,500$365K0.06%013F-HRTimeline
Global Trust Asset Management, LLC5,464$363K0.22%+1,50013F-HRTimeline
Belpointe Asset Management LLC5,396$358K0.02%new13F-HRTimeline
Runnymede Capital Advisors, Inc.5,376$357K0.34%-20013F-HRTimeline
BCU Wealth Advisors, LLC5,353$355K0.18%+1313F-HRTimeline
Good Life Advisors, LLC5,345$355K0.02%-1,23213F-HRTimeline
Optivise Advisory Services LLC5,325$353K0.2%+95313F-HRTimeline
Clearwater Capital Advisors, LLC5,248$348K0.03%013F-HRTimeline
Advanced Asset Management Advisors Inc5,245$348K0.1%-17413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,230$347K0.03%013F-HRTimeline
Galvin, Gaustad & Stein, LLC5,226$347K0.03%+413F-HRTimeline
Foguth Wealth Management, LLC.5,211$346K0.08%+7813F-HRTimeline
Clarius Group, LLC5,075$337K0.02%+31513F-HRTimeline
FINANCIAL COUNSELORS INC5,072$336K0.01%-50013F-HRTimeline
BCS Wealth Management5,049$335K0.09%+40413F-HRTimeline
MIdWestOne Financial Group, Inc.5,045$335K0.05%013F-HRTimeline
Operose Advisors LLC5,034$334K0.11%013F-HRTimeline
Lakeridge Wealth Management LLC5,020$333K0.17%+14513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,000$332K<0.01%new13F-HRTimelineGroup
VESTOR CAPITAL, LLC4,988$331K0.03%-1013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,978$330K0.06%+37113F-HRTimeline
Strategic Advisors LLC4,954$329K0.06%-3213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,914$326K0.04%new13F-HRTimelineGroup
Keystone Financial Group4,913$326K0.03%-1,05213F-HRTimeline
KM Capital Management Ltd.4,886$324K0.17%+36913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,874$323K<0.01%-1013F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC4,846$322K0.43%+213F-HRTimeline
Valeo Financial Advisors, LLC4,805$319K0.01%-1,09913F-HRTimeline
Wealthspire Advisors, LLC4,767$316K<0.01%+1,23813F-HRTimeline
Savvy Advisors, Inc.4,723$313K0.03%+44813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.4,660$309K0.02%new13F-HRTimelineGroup
Disciplined Investors, L.L.C.4,651$309K0.28%013F-HRTimeline
Redwood Wealth Management Group, LLC4,633$307K0.16%-23413F-HRTimeline
Total Clarity Wealth Management, Inc.4,583$307K0.1%013F-HRTimeline
AMERIFLEX GROUP, INC.4,608$306K0.13%+58113F-HRTimeline
Next Capital Management LLC4,608$306K0.15%-11,05513F-HRTimeline
Ignite Planners, LLC4,594$304K0.06%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO4,495$298K0.01%013F-HRTimeline
TAGStone Capital, Inc.4,425$294K0.14%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,321$287K0.01%+30013F-HRTimeline
Vectors Research Management, LLC4,312$286K0.1%013F-HRTimeline
AMG National Trust Bank4,300$285K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,297$285K<0.01%-13913F-HR/ATimelineGroup
Maltin Wealth Management, Inc.4,269$283K0.13%013F-HRTimeline
Waverly Advisors, LLC4,200$279K<0.01%new13F-HRTimeline
Diversified Enterprises, LLC4,190$278K0.02%+513F-HRTimeline
Composition Wealth, LLC4,188$278K0.01%+6213F-HRTimeline
BRIGHTON JONES LLC4,176$277K0.01%+22813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,173$277K0.1%+1,10013F-HRTimeline
LANARK FINANCIAL, INC.4,136$274K0.02%+4,13213F-HRTimeline
Armbruster Capital Management, Inc.4,000$265K0.05%013F-HRTimeline
Trinity Wealth Management, LLC3,882$258K0.12%-42113F-HRTimeline
Parkside Financial Bank & Trust3,850$255K0.03%-1513F-HRTimeline
BURNEY CO/3,840$255K0.01%013F-HRTimeline
National Wealth Management Group, LLC3,835$254K0.17%new13F-HRTimeline
Larson Financial Group LLC3,824$254K0.01%-40013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,807$253K0.18%013F-HRTimeline
Everhart Financial Group, Inc.3,795$252K0.03%-10513F-HRTimeline
FIRST AMERICAN TRUST, FSB3,789$251K0.02%-2513F-HRTimeline
COURIER CAPITAL LLC3,782$251K0.02%013F-HRTimeline
Lifeworks Advisors, LLC3,577$237K0.04%-1,18613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…3,565$237K0.11%new13F-HRTimelineGroup
Spinnaker Investment Group, LLC3,521$234K0.05%+15513F-HRTimeline
IFG Advisory, LLC3,505$233K0.01%-1113F-HRTimeline
Edge Financial Advisors LLC3,494$232K0.15%-33,56613F-HRTimeline
NVWM, LLC3,468$230K0.06%-14713F-HRTimeline
Single Point Partners, LLC3,461$230K0.05%+913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,453$229K0.12%-87,47213F-HR/ATimeline
LVZ, Inc.3,431$228K0.03%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,330$221K0.08%013F-HRTimeline
ABOUND FINANCIAL, LLC3,322$220K0.11%013F-HRTimeline
Pacific Sun Financial Corp3,290$218K0.12%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,205$213K0.01%+313F-HRTimeline
Indiana Trust & Investment Management Co3,209$213K0.08%013F-HRTimeline
Beaumont Financial Advisors, LLC3,181$211K0.02%+4313F-HRTimeline
Barnett & Company, Inc.3,167$210K0.18%-3513F-HRTimeline
Goelzer Investment Management, Inc.3,167$210K0.01%-6,20313F-HR/ATimeline
SIMA Wealth Partners, LLC3,152$209K0.17%013F-HRTimeline
Wealth Management Associates, Inc.3,125$207K0.09%-10213F-HRTimeline
TOWNSQUARE CAPITAL LLC3,122$207K<0.01%new13F-HRTimeline
Headlands Technologies LLC3,070$204K0.02%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,039$202K0.02%-2913F-HRTimeline
Northstar Group, Inc.3,038$202K0.03%013F-HRTimeline
Total Wealth Planning & Management, Inc.3,020$200K0.21%013F-HRTimeline
SC&H Financial Advisors, Inc.3,015$200K0.04%-1,01813F-HRTimeline
UMB Bank, n.a.2,643$175K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FRANKLIN RESOURCES INCin group Franklin Resources2,500$166K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,491$165K0.02%-80,15313F-HRTimeline
Wagner Wealth Management, LLC2,302$153K0.04%013F-HRTimeline
Stone House Investment Management, LLC2,138$142K0.03%new13F-HRTimeline
Solstein Capital, LLC2,005$133K0.08%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,743$116K0.01%013F-HRTimeline
Joseph Group Capital Management1,609$107K0.04%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,403$93K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,382$91.7K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,349$89.5K<0.01%-15013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,311$87K0.04%+27513F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,205$79.9K0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,200$79.6K<0.01%+7313F-HRTimeline
CVA Family Office, LLC1,200$79.6K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,197$79.4K<0.01%+7613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,165$77.3K0.04%013F-HRTimeline
NorthRock Partners, LLC1,140$75.6K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC1,114$73.9K0.05%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,051$69.7K0.03%-11413F-HRTimeline
Noble Wealth Management PBC1,050$69.7K0.05%013F-HRTimeline
Creative Capital Management Investments…1,040$69K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.918$60.9K0.02%-32713F-HRTimeline
Red Tortoise LLC830$55.1K0.03%013F-HRTimeline
Bogart Wealth, LLC809$53.7K<0.01%+30513F-HRTimeline
Arax Advisory Partners765$50.8K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC738$49K0.01%-86813F-HRTimeline
Farther Finance Advisors, LLC735$48.6K<0.01%-10213F-HRTimeline
Crewe Advisors LLC718$47.6K0.01%+62813F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…718$47.5K0.01%new13F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV658$44K0.01%new13F-HRTimeline
Luken Investment Analytics, LLC600$39.8K0.02%013F-HRTimeline
Sarver Vrooman Wealth Advisors599$39.7K0.03%13F-HRTimeline
Center for Financial Planning, Inc.597$39.6K0.01%013F-HRTimeline
Goodman Advisory Group, LLC594$39.4K0.01%new13F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC550$36.5K0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC544$36.1K0.01%013F-HRTimeline
Sunbelt Securities, Inc.539$35.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC528$35K0.01%013F-HRTimeline
Golden State Wealth Management, LLC527$35K0.01%+45313F-HR/ATimeline
10Elms LLP515$34.2K0.03%013F-HRTimeline
Briaud Financial Planning Inc517$34K0.01%013F-HRTimeline
Glassman Wealth Services510$33.8K0.01%013F-HRTimeline
HOWE & RUSLING INC509$33.8K<0.01%-9113F-HRTimeline
Truvestments Capital LLC500$33.2K0.01%013F-HRTimeline
Millstone Evans Group, LLC497$33K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC493$32.7K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…462$30.6K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC451$29.9K0.02%013F-HRTimeline
SYM FINANCIAL Corp442$29.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…430$28.5K<0.01%+23013F-HRTimeline
WASHINGTON TRUST Co406$26.9K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC395$26.2K0.01%013F-HRTimeline
Family Capital Trust Co395$26.2K0.01%-613F-HRTimeline
Bernard Wealth Management Corp.389$25.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…377$25K<0.01%-7,08613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…357$23.7K0.02%+33013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC350$23K0.02%013F-HRTimeline
Binnacle Investments Inc335$22.2K0.02%13F-HRTimeline
First Horizon Advisors, Inc.305$20.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC300$19.9K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…299$19.8K<0.01%-22413F-HRTimelineGroup
Pacific Center for Financial Services282$18.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC276$18.3K<0.01%+4413F-HRTimeline
COUNTRY TRUST BANK252$16.7K<0.01%-613F-HR/ATimeline
Nova Wealth Management, Inc.251$16.7K0.01%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT251$16.6K<0.01%new13F-HRTimeline
CENTRAL TRUST Co226$15K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC215$14.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC204$13.4K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC188$12.5K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA183$12.1K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates182$12.1K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC178$11.8K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC178$11.8K0.01%+113F-HRTimeline
AlphaCore Capital LLC167$11.1K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc165$10.9K<0.01%new13F-HRTimeline
Transce3nd, LLC160$10.6K<0.01%+9213F-HRTimeline
Heck Capital Advisors, LLC153$10.2K<0.01%013F-HRTimeline
Luminist Capital LLC150$9.93K0.01%new13F-HRTimeline
Kozak & Associates, Inc.151$9.68K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.141$9.35K<0.01%new13F-HRTimeline
Sandy Spring Bank129$8.56K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC125$8.29K0.01%new13F-HRTimeline
McIlrath & Eck, LLC118$7.84K<0.01%013F-HRTimeline
City State Bank111$7.36K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.111$7.36K0.01%013F-HRTimeline
Bullock Wealth Management Group101$6.66K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$6K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.89$5.9K<0.01%new13F-HRTimeline